Luke Stuart, CFP®
Luke Stuart is a CERTIFIED FINANCIAL PLANNER™ professional and provides independent, comprehensive financial advice to professionals, families and business owners including:
- Retirement Income Planning
- Investment Management
- Estate Planning & Wealth Transfer Strategies
- Life/Disability/Long-term Care Insurance
- Business Succession Planning & Employee Benefits
Luke's goal is to help clients do more of what they love and navigate the complex financial decisions necessary to create a secure retirement, provide a quality education for their children & grandchildren, protect loved ones and leave a lasting legacy.
Luke began his career in financial services in 1996 working in mutual fund operations for State Street Bank in Boston. He transitioned to financial planning in 2006 joining Waddell & Reed and later, Centra Financial Group in Rochester. In 2020, Luke partnered with Commonwealth Financial Network, an industry leader in supporting independent financial advisors with outstanding guidance and service for their clients.
Luke received the CERTIFIED FINANCIAL PLANNER™ designation in 2015. In addition to his FINRA Series 7 and 66 securities registrations, Luke is licensed to provide life insurance and long-term care insurance solutions for clients. He is a graduate of Boston College in Chestnut Hill, Massachusetts where he majored in Finance and he has completed graduate coursework in Economics at Babson College in Wellesley, Massachusetts.
Luke is active in the Rochester community and has served on the Rotary Club of Pittsford Board of Directors where he has been a member since 2009. He is a member of the Financial Planning Association of Greater Rochester and the Estate Planning Council of Rochester. Luke enjoys watching his daughters play lacrosse and basketball and has coached CYO Basketball in Fairport.