The founder, principal, and Senior Planning Strategist at myFinancialPro, Stephen Lupkas draws on his 30 years of experience to help clients throughout CT with their wealth management needs. Operating out of the myFinancialPro office located in Shelton, CT and Charleston, SC, Stephen Lupkas offers his clients comprehensive, objective financial advice designed to help them reach their financial goals into retirement.
Mr. Lupkas has extensive experience, ranging working with corporate executives, professionals, and retirees, enabling him to give clients logical and straightforward wealth management and financial planning solutions. His expertise includes being a Certified Financial Planner (CFP) practitioner and Retirement Income Certified Professional (RICP). As a fee-only, independent fiduciary, he gives clients trustworthy, unbiased financial advice.
Over the years, Stephen Lupkas has been a sought-after expert on financial planning and wealth management topics featured on local television and in investment newspapers. He also had an article published in US News Money titled "13 Ways to Invest in Summer."
He was also been inducted into Ed Slott’s Elite IRA Advisor Group, an exclusive group of financial advisors in the US. Other memberships he maintains include the Financial Planning Association and the National Association of Personal Financial Advisors.
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.