Luke Strode, CFP®
Associate Partner and Wealth Advisor
Helping high achievers focus on their finances in order to create, grow, and preserve true wealth.
Client account access
Luke Strode, CFP®
Associate Partner and Wealth Advisor
Helping high achievers focus on their finances in order to create, grow, and preserve true wealth.
Who we serve
Jump to: Veterinarians | Physicians | Real estate professionals
Are you trying to figure out what to do with the money you have coming in?
In nearly a decade of working as a financial advisor, I’ve had the privilege of working with clients in many different career fields and across generational lines.
However, the one commonality in the people across the table is that they are driven. They have mastered what it takes to be successful in their job and their life, and they have the income to show for it.
Unfortunately, having money is only one part of the equation.
You need to know what to do with it to be truly successful, and that’s where I can help.
Let’s create a game plan for your money.
What you can expect
You have very acute financial needs and require an objective and transparent approach to your financial goals and concerns. I believe the only way to offer this level of service is through trust and transparency.
I have structured my practice in a way that allows me to spend time getting to know you and your family, so I may deliver customized strategies to suit your needs.
About North Star Resource Group – Scottsdale Division
In 2018, a team of experienced financial advisors and I set the foundation for North Star Resource Group – Scottsdale as a boutique, client-centric, integrity-driven, comprehensive wealth management practice to cater to the needs of high-income and high-net-worth clients.
We connect our clients with resources and support through our larger firm North Star Resource Group, a nationally recognized independent firm with over $12.6 billion of client assets (as of Dec. 2023) entrusted to them and origins tracing back to 1908.
Who we serve
Veterinarians
Our team understands the unique financial needs veterinary professionals have. We have in-depth knowledge and experience working with employees of major firms such as ASPEN, NVA, and VEG, among others. We also work with a number of new, growing, and mature veterinary practices.
Whether you’re a recent graduate, an experienced associate, starting or growing a practice, or planning for retirement, we can help.
Luke is very personable and makes things easy to understand. —Rebecca, DVM4 |
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[Luke] is extremely easy to talk to. Honest about goals and is an awesome teacher. —Meghan, DVM4 |
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Proactive and always available to answer questions. —Patrick, DVM4 |
RELATED: Budgeting 101 for Veterinarian Employees | Veterinary Student Loans? Here Are a Few Things to Know About Repayment Plans
Physicians
We understand the unique financial challenges and opportunities physicians face. Regardless of what career stage you’re in (a recent graduate, an experienced associate, starting or growing a practice, or planning for retirement), we’d love to help you achieve your goals.
We have in-depth knowledge and experience working with employees of major firms such as Banner Health, Dignity Health, and Valleywise Health. We work with several physician practices at different stages of growth, and we work with associates and owners of private practices across all specialties:
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- OB/GYN
- Endocrinology
- Orthopedics
- Family Medicine
- Hospitalists
- Psychiatrists
- Critical Care
- Emergency Medicine
With extensive experience working with physicians, we offer tailored financial planning strategies to help you work toward financial independence.
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[I appreciate] your relaxed, friendly nature and willingness to explain your thought process behind options.” —Tony, M.D.4 |
Real estate professionals
With years of experience working specifically with real estate professionals, we understand the unique financial landscape of the real estate profession. We have worked closely with those associated with a number of the major brokerages, to list a few:
- Cushman & Wakefield
- CBRE
- Newmark Group
- DAUM
Using our understanding of the specific financial challenges and opportunities real estate agents face. we offer tailored financial advisory services to help you achieve your financial goals.
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I truly think he acts in my best interest and not his. He wants to help us get to the numbers we want to get to and has a plan on how to do that. —Daniel, REALTOR & CEO4 |
4Respondents are not related to me. There are no conflicts of interest.
5Respondents are related to me. There are no conflicts of interest. These testimonials and/or endorsement are not a guarantee of future performance or investment success, and the testimonial and/or endorsement may not be representative of the experience of other customers. Please visit BrokerCheck (https://brokercheck.finra.org) to see more on the background of this professional.
Services personalized
You likely have many financial goals vying for your attention—and your paycheck. My job is to help you quiet the noise, find clarity, and create a strategy for your unique path toward your financial goals.
Individuals and families
- Student loan management
- Budgeting or cash flow management
- Life insurance and disability insurance
- Property and casualty insurance
- College funding
- Holistic financial planning
Veterinarians
- Student loan management
- Qualified employer plans: 401(k)s, SEP IRAs, SIMPLE IRAs
- Defined benefit plans
- Business continuation and exit strategies
- Holistic financial planning
I am currently serving as the Financial Ally Chair for the Arizona Vet Association.
Physicians
- Student loan management
- Occupation-specific disability insurance and rider recommendations
- Cash flow management
- Holistic financial planning
Real estate agents
- Cashflow management
- Tax planning*
- Qualified employer plans: 401(k)s, SEP IRAs, SIMPLE IRAs
- Defined benefit plans
- Business continuation and exit strategies
- Holistic financial planning
*Financial Professionals do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.
Qualifications
- Bachelors in finance and entrepreneurship from the University of Arizona
- Graduate of the McGuire Program of Entrepreneurship, which consistently ranks in the top 10 public graduate programs in the country2
- CERTIFIED FINANCIAL PLANNER™ certification training from the University of California Berkley. The CFP® designation comes with extensive training in financial planning, estate planning, insurance, investments, taxes, employee benefits, and retirement planning, and it is held by less than 30% of all financial advisors in the industry.3
- FINRA Series 7 Registered
- FINRA Series 66 Registered
- Licensed Life, Accident, and Health Insurance Agent
- Distinguished among a select group of financial advisors worldwide by the Million Dollar Round Table (MDRT)
2About the McGuire Center. Eller College of Management. (2021, June 21). Retrieved February 22, 2022, from https://eller.arizona.edu/departments-research/centers-labs/entrepreneurship/about
3CFP® Professional demographics. CFP Board. Retrieved February 22, 2022, from https://www.cfp.net/knowledge/reports-and-statistics/professional-demographics
My team
Resource team
Carrie Hancock, ChFC®, CLU®
Vice President, Financial Planning Resource Center
Jeff Landt, CFA, CFP®
Senior Vice President and Chief Investment Officer
Chase Brakke, DIA, DIF, CEPA®
Vice President of Business Owner Solutions
Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be members in good standing of a Professional Association which has met the following criteria: in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation.
Investment advisor representative of Cetera Advisor Networks, LLC. Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic # 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. CA Insurance License #0K42463.