Justin Berry, CSLP
Justin Berry
Designation: CFP®, CSLP®, RICP
Languages: English, Other
Justin is an independent financial planner located in Oregon who specializes in helping physician families. He believes in building relationships based on financial education and blunt honesty.

Business Information

Justin’s primary goal with every doctor he meets is to reduce their financial stress and help them avoid costly mistakes. He specializes in helping physician families and primarily works with young physicians because decisions during the early stages of a medical career regarding topics such as student loans, disability insurance, and savings automation can have a significant long-term effect on a physician’s financial health.

He wants the doctors he coaches to be prepared to make informed decisions and to have a clear understanding of the “why” behind each decision they make. Financial education before the end of residency or fellowship is crucial to accomplishing this goal.

In February of 2019 Justin was selected to be the advisor in charge of the OHSU Guaranteed Standard Issue (GSI) Disability Insurance Program. This beneficial new GSI program allows OHSU residents and fellows to purchase specialty specific, privately owned disability insurance at discounted pricing without having to complete a full risk screening and medical records review.

When he is not working, there is nothing Justin loves more than spending time with his wife Kathy and his two daughters. He also enjoys golfing, road trips, going to live comedy shows, and playing cards or board games with friends.

Business name: North Star Resource Group
Email: Justin.Berry@northstarfinancial.com
Business phone: 503-423-2736
Focus areas: Insurance, Retirement planning, Student loans, Comprehensive financial planning
License: CFP #265356
Other license: 5554822

Disclaimer

Justin is a registered representative and investment advisor representative of Securian Financial Services, Inc. Securities and investment advisory services offered through Securian Financial Services, Inc. Member FINRA/SIPC. North Star Resource Group is independently owned and operated. 4901731/DOFU 8-2022.

Address

2701 University Ave SE
City: Minneapolis
State: MN
Zipcode: 55414

Links

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