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Advisor Detail

Justin Berry

Justin Berry

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

Contact Information

Virtual
Business Phone:
(503) 423-2736
City: Virtual
State: OR
Zipcode: Virtual
Business Name:
North Star Resource Group

Business Information

 

Justin’s primary goal with every physician he meets is to reduce their financial stress and help them avoid costly mistakes. He specializes in helping physician families at OHSU 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/fellowship is crucial to accomplishing this goal. Also, Justin was selected to be the advisor in charge of the OHSU Guaranteed Standard Issue (GSI) Disability Insurance Program. This beneficial program allows OHSU residents and fellows to purchase specialty specific, privately owned disability without having to complete the normal risk screening process.

Disclaimer:
North Star Resource Group | 2701 University Avenue SE, Minneapolis MN 55414 | 612-617-6000. Investment advisor representative of Cetera Wealth Services, LLC. Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other entity.
Focus Areas:
Financial Planning
License 1:
CFP
License 1:
CFP #265356
License 2:
5554822
CSLP Issue:
December 13, 2019
CSLP Exp:
December 13, 2026

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