Professional
Luke Stuart is a CERTIFIED FINANCIAL PLANNER® professional who provides financial planning and investment advice to professionals, families, and business owners in areas including:
- Retirement Income Planning
- Investment Management
- Estate Planning & Wealth Transfer Strategies
- Life/Disability/Long-term Care Insurance
- Employee Benefits & Business Succession Planning
Luke works with clients to understand their individual circumstances, priorities, and financial goals and develop strategies to address areas such as retirement, education planning, preserving assets and income, and wealth transfer.
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 2021, Luke joined Crossbridge Financial Group and became affiliated with Commonwealth Financial Network, now Commonwealth, a trade name of LPL Financial.
Luke became a CERTIFIED FINANCIAL PLANNER® professional in 2015. He holds the Series 7 and 66 registrations through LPL Financial and is also licensed in New York to provide life and long-term care insurance. He graduated from Boston College in Chestnut Hill, Massachusetts, where he majored in finance, and took graduate-level courses in economics at Babson College in Wellesley, Massachusetts. He is a member of the Financial Planning Association of Greater Rochester.
Insurance products offered through LPL Financial or its licensed affiliates.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Personal
Luke is active in the Rochester community and previously served on the Rotary Club of Pittsford Board of Directors. He enjoys watching his daughters play lacrosse and basketball and previously served as the Treasurer for the Fairport Girls Basketball Booster Club. Luke has a Golden Retriever named Finn who loves to swim and fetch the ball.
Financial Advisor
lstuart@crossbridgefinancial.com