Erin B. Itkoe
LUMINESCENT WEALTH MANAGEMENT | Director of Financial Planning
SCOTTSDALE, AZ 85254
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CRD#: 4816412
Professional summary
Erin Beth Itkoe, CFP® is a registered financial advisor currently at LUMINESCENT WEALTH MANAGEMENT, INC. located in Scottsdale, Arizona.
Erin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Erin has worked at 5 firms and has passed the Series 65 exam.
Biography
Erin is the Director of Financial Planning, where she provides comprehensive strategic solutions to a wide range of clients, their families and their related entities. Previously, Erin was Senior Wealth Counselor and Director of Client Experience at Versant Capital Management. Earlier in her career, Erin served in a dual role as Manager of Investment Operations and Relationship Manager for GenSpring Family Offices.
Erin is a Certified Public Accountant®, a CERTIFIED FINANCIAL PLANNER™, a Personal Financial Specialist (PFS), an Accredited Estate Planner®, and a Chartered Advisor in Philanthropy ®. She earned a Master of Taxation and Bachelor of Science in Accountancy and Computer Information Systems from the W.P. Carey School of Business, Arizona State University. Erin is a member of the Financial Planning Association, the American Institute of CPAs (AICPA), the Arizona Society of Certified Public Accountants, and Central Arizona Estate Planning Council.
Erin has been a member of the planning committee for the Tax & Legal Seminar, sponsored by the Arizona Community Foundation and the Center for Jewish Philanthropy of Greater Phoenix, since 2012. She is the Seminar Vice Chair in 2023 and will be the Seminar Chair in 2024 and 2025.
In 2023, Erin accepted a nomination to serve on the AICPA Personal Financial Planning (PFP) Executive Committee. She will serve on the national committee for a three-year term. Erin also became a member of the Business and Professionals Committee for the Center for Jewish Philanthropy of Greater Phoenix in 2023.
In 2021, Erin joined Fresh Start Women’s Foundation Auxiliary Board as a board member. She also volunteers at Fresh Start Women’s Foundation, where she presents a financial planning program to help women in need become better educated about their finances and planning for the future.
Erin also served on the board of the Financial Planning Association of Greater Phoenix from 2015 to 2020. She was President in 2019.
Erin was named one of “12 Millennials to Watch in 2019” by Az Business Magazine, and in 2017 was honored with the Personal Financial Planning (PFP) Standing Ovation award by the American Institute of CPAs (AICPA) for her contributions to personal financial planning.
Question & Answer
What are your service offerings?
Estate Planning
Retirement Planning
Investment Planning
Comprehensive Financial Planni...
Tax Planning
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1.) NAME OF OBA: AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS (AICPA); ADDRESS OF OBA: DURHAM, NC 27707; NATURE: COMMITTEE MEMBER; INVESTMENT RELATED: NO; TITLE WITH OBA: AICPA PERSONAL FINANCIAL PLANNING (PFP) EXECUTIVE COMMITTEE MEMBER; DUTIES: COMMITTEE MEMBER, PARTICIPATE IN MONTHLY MEETINGS, PARTICIPATE IN MEDIA REQUESTS, SERVE AS CHAIR FOR THE PFP CHAMPIONS TASK FORCE, PARTICIPATE ON THE PFP & TAX TASK FORCE; START DATE: 05/01/2023; APPROX. NUMBER OF HOURS/MONTH: 5; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 5; (2.) NAME OF OBA: FRESH START WOMEN'S FOUNDATION; ADDRESS OF OBA: PHOENIX, AZ 85006; NATURE: AUXILIARY BOARD; INVESTMENT RELATED: NO; TITLE WITH OBA: AUXILIARY BOARD MEMBER; DUTIES: MEMBER OF THE AUXILIARY BOARD, ATTEND MONTHLY MEETINGS, FALL FUNDRAISING LUNCHEON, CO-CHAIR OF A COMMITTEE, CO-CHAIR OF AN ALUMNI COMMITTE; START DATE: 01/01/2021; APPROX. NUMBER OF HOURS/MONTH: 5; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 2; (3.) NAME OF OBA: TAX & LEGAL SEMINAR - PLANNING COMMITTEE (SPONSORED BY THE ARIZONA COMMUNITY FOUNDATION AND THE CENTER FOR JEWISH PHILANTHROPY OF GREATER PHOENIX); ADDRESS OF OBA: PHOENIX, AZ 85016; NATURE: TAX & LEGAL SEMINAR - PLANNING COMMITTEE MEMBER; INVESTMENT RELATED: NO; TITLE WITH OBA: CHAIR; DUTIES: ATTEND COMMITTEE MEETINGS, PLAN ANNUAL TAX & LEGAL SEMINAR, LEAD THE COMMITTEE, WORK WITH THE SPONSORS TO PLAN EVENTS; START DATE: 01/01/2012; APPROX. NUMBER OF HOURS/MONTH: 1; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 1.
CRS (Client Relationship Summary) - RIA
Click below to view Erin Beth Itkoe's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2012
Experience
Current
August 28, 2025 - Present
LUMINESCENT WEALTH MANAGEMENT, INC.
Office #1: 16427 North Scottsdale Road Suite 410, Scottsdale, AZ 85254RIA
CRD#: 337660
SCOTTSDALE, AZ
Past
May 31, 2019 - September 3, 2025
TARBOX FAMILY OFFICE, INC.
RIA
CRD#: 106079
Phoenix, AZ
Past
January 26, 2012 - May 13, 2019
VERSANT CAPITAL MANAGEMENT, INC.
RIA
CRD#: 131692
PHOENIX, AZ
Past
February 21, 2008 - November 30, 2011
GFO ADVISORY SERVICES, LLC
RIA
CRD#: 109278
GREENWICH, CT
Past
September 28, 2004 - May 1, 2008
INLIGN WEALTH MANAGEMENT, LLC
RIA
CRD#: 120747
PHOENIX, AZ
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Arizona(8/28/2025)
Current Firm
LW
LUMINESCENT WEALTH MANAGEMENT, INC.
LUMINESCENT WEALTH MANAGEMENT, INC.
CRD#: 337660 / SEC#:
Arizona
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Contact information
Main Address
16427 North Scottsdale Road Suite 410, Scottsdale, AZ 85254
Mailing Address
Phone number
(602) 838-8870
Established
Firm type
Fiscal year end
# of Employees
2
0
Red Flags
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Company Information
LUMINESCENT WEALTH MANAGEMENT, INC.
Director of Financial PlanningCRD#: 337660Scottsdale, AZ 85254TRUST BUT VERIFY
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Contact information
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