Established 2005
Retirement Planning | Investment Management
Hello
STEPHEN LUPKAS, CFP®, RICP®
Principal & Personal CFO
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Stephen Lupkas, CFP®, RICP® is founder of myFinancialPro, an independent, fee- only holistic financial planning practice with a focus on retirement planning and investment management. Steve’s clients benefit from his 30 years of diverse financial planning experience developing logical and straightforward solutions to solve their unique financial needs.
My Story
STEPHEN LUPKAS, CFP®, RICP®
Principal & Personal CFO
Steve’s journey into financial planning began at age 15, driven by a natural curiosity for investments and a desire to help friends maximize their savings among local banks. That same client-first mentality defines his practice today.
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Specializing in wealth management for executives and retirees, Steve bridges the gap between complex financial concepts and practical, everyday solutions. He earned his BS in Finance from Sacred Heart University and holds the prestigious CFP® and RICP® designations, reflecting a career-long commitment to education and ethical excellence.
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Beyond his credentials, Steve is an expert in creating sustainable retirement income, navigating employer-sponsored benefits, and identifying tax-efficient strategies to help his clients retire with confidence.
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Steve also loves dogs.
I'm always looking for new and exciting opportunities. Let's connect.