Hello

My Story

STEPHEN LUPKAS, CFP®, RICP®
Founding Principal/Senior Wealth Advisor
 

A passion for investments and entrepreneurship led Steve to become first involved in financial planning as early as age 15 explaining the benefits of, and helping friends find, the best local bank savings rates. He has been featured on local television as a financial planning specialist and has had several articles published in local newspapers on investing and financial planning topics.

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Steve utilizes his extensive and valuable financial knowledge working primarily with corporate executives, professionals and retirees to address their wealth management and financial planning issues.

Steve is a graduate of Sacred Heart University, where he received a BS in finance. Board certified, he received the Certified Financial Planner (CFP®) designation in 1996 after passing a challenging 2-day exam and agreeing each year since to uphold the rigorous requirements of this pinnacle educational achievement in the financial planning profession. 

After mastering retirement planning, Steve has also earned the Retirement Income Certified Professional® (RICP®) professional designation.  Individuals who earn a RICP® can provide expert advice and a wealth of modern, practical techniques to identify and advise on a broad range of retirement topics from creating sustainable retirement income, portfolio management techniques and mitigation of risks, to the proper use of annuities, employer sponsored benefits, estate issues, the best Social Security planning age and income taxation.    

He has passed the Series 7, 63 and 65 examinations and previously satisfied the requirements of holding life, accident and health insurance licenses.

Member:
♦ Former member of Ed Slott's Elite IRA Advisor Group™; the nation’s most exclusive group of financial advisors dedicated to solving the country’s biggest and most complex financial problem — effectively managing, and the distribution of, Individual Retirement Account (IRA) assets. www.IRAHelp.com
♦ Member - Financial Planning Association (FPA)
♦ Member - National Association of Personal Financial Advisors (NAPFA)