Professional
Luke Stuart is a CERTIFIED FINANCIAL PLANNER® professional and provides independent 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
- Employee Benefits & Business Succession Planning
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 college education for their children, protect their family’s assets & income, 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 2021, Luke joined Crossbridge Financial Group and is affiliated with Commonwealth Financial Network, an industry-leading broker dealer 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. He is a member of the Financial Planning Association of Greater Rochester.
Personal
Luke is active in the Rochester community and has served on the Rotary Club of Pittsford Board of Directors. He enjoys watching his daughters play lacrosse and basketball and has 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