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Luke Ervin, CIMA®, CEPA

Senior Vice President–Wealth Management

Financial Advisor

Luke oversees the financial affairs for a select group of business owners, entrepreneurs, corporate executives, professionals and their families around San Diego. For nearly 20 years, Luke has focused on helping clients achieve their financial goals through a comprehensive and holistic wealth management process.

Luke has an expansive range of experience in wealth management, beginning his career at Smith Barney, he has earned the Certified Investment Management Analyst (CIMA®) and Certified Exit Planning Advisor (CEPA®) designations. Luke is passionate about assisting others through life's numerous financial stages; helping his clients formalize a plan for their legacy and supporting them toward the realization of their goals, through a disciplined and tested approach. Outside of the office, Luke enjoys tennis, boxing, fitness and surfing. He lives in Mission Hills with his wife Greta, children Era & Mac, and their three French Bulldogs and cat.  

Luke's specialties include:   

  • Financial & retirement planning
  • Customized portfolio management
  • Lending and insurance strategies
  • Guiding business owners by leveraging UBS’ resources and collaborating with other business advisors to drive growth and plan for a successful exit, as well as offering employee benefits and cash management services
  • Equity compensation planning for corporate executives, including hedging, monetization and lending strategies on concentrated stock positions
  • Tailored wealth management solutions for medical & legal professionals

Luke's accomplishments and community leadership experience include:

  • Five Star Wealth Managers - 2012
  • American Corporate Partners - Mentor
  • La Jolla Golden Triangle Rotary Club - Board Member
  • La Jolla Golden Triangle Rotary Foundation - Treasurer
  • Entrepreneurs Organization San Diego Sponsor
  • Appalachian State University - Southern California Chapter President
  • Mind Treasures - Board Member

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • ID
  • IL
  • MA
  • MI
  • MO
  • MT
  • NC
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • SC
  • TX
  • WA
  • WY

Education

  • Appalachian Sate University, BS Business Administration : Marketing, Information Systems, International Finance

Credentials

  • Wealth Advisor
  • Certified Investment Management Analyst®
  • Certified Exit Planning Advisor
  • Corporate Stock Benefit Consultant
  • Graduate 'Training to be an ESOP Professional' - UCSD -Beyster Institute
12220 El Camino Real
Suite 400
San Diego, CA 92130

Email Me

luke.ervin@ubs.com
Luke Ervin, CIMA®, CEPA
12220 El Camino Real,San Diego,CA,92130

Dani Slavcheva, CFA®

Senior Wealth Strategy Associate

Dani has 10 years of experience in the financial services industry and is a CFA charterholder.  Prior to joining UBS, Dani has worked in the areas of M&A and strategy partnerships at American Express in New York City, valuation and transaction advisory services at Ernst & Young and Deloitte in Dallas, Texas.  She has an MBA degree with a Finance concentration and an MA degree in Applied Economics, both from Southern Methodist University.  Dani completed her undergraduate studies at the American University in Bulgaria.

 

Dani lives in Carmel Valley with her husband and their three very energetic kids (2 boys and a girl).  She enjoys domestic and international travel and various outdoor activities with her family.  Outside of work and family, Dani likes to figure skate and volunteer at the local school and the Bulgarian Education and Cultural Foundation in San Diego.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • ID
  • IL
  • MI
  • NC
  • NM
  • NV
  • NY
  • TX
  • WA
  • WY

Credentials

  • Chartered Financial Analyst®
12220 El Camino Real
Suite 400
San Diego, CA 92130

Email Me

dani.slavcheva@ubs.com
Dani Slavcheva, CFA®
12220 El Camino Real,San Diego,CA,92130

Olivier Nazon

Client Associate

Olivier is originally from Haiti. Prior to joining UBS, Olivier worked for First Republic Bank of San Diego as a Client Service Associate.  He has 11 years of experience in business operations and finance across banking, financial services, retail, and e-commerce.

He is a die-hard Boston Celtics and Patriots fan.  Beyond work, he is an enthusiastic traveler to beaches around the world, enjoys gardening and loves hiking.

 

 

Registered States:
  • CA
12220 El Camino Real
Suite 400
San Diego, CA 92130

Email Me

olivier.nazon@ubs.com
Olivier Nazon
12220 El Camino Real,San Diego,CA,92130