Stephen Lupkas of Connecticut
Stephen Lupkas - Financial Planner in Shelton, Connecticut
A financial planner with 30 years of experience in financial services, Stephen Lupkas of Shelton, CT, began his career with Ameriprise Financial as a financial advisor in 1995. A decade later, Stephen Lupkas began serving as a financial planner with myFinancialPro in Shelton, CT, a company he founded.
Today, Mr. Lupkas is the principal and senior financial advisor with myFinancialPro, where he offers clients comprehensive, objective financial planning to help organize, grow, and protect their assets from their working years into retirement. He is a fee-only, independent financial advisor providing clients with unbiased and trustworthy financial advice.
Mr. Lupkas’ clients benefit from his three decades of diverse financial planning experience, which result in logical, straightforward solutions for their unique financial needs. He draws on his extensive financial knowledge attained while working with corporate executives, professionals, and retirees to address client wealth management and financial planning issues.
Mr. Lupkas’ accomplishments include being a Certified Financial Planner (CFP) practitioner, holding the designation of Retirement Income Certified Planner (RICP). He has also been a featured financial planning specialist on local television and in investment newspapers. He was a member of the Financial Planning Association and the National Association of Personal Financial Advisors. He was also a member of the Ed Slott’s Elite IRA Advisor Group, the nation’s most exclusive group of financial advisors who solve the nation’s largest, most complex financial problems.
Material published on this website is for informational purposes only and does not constitute financial advice, investment advice, or a recommendation. The information contained herein is not intended to be a source of advice concerning the material presented, and the information and/or documents contained in this material do not constitute investment advice.
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Shelton, CT US