A financial services professional since 1995, Stephen Lupkas, from Shelton, CT, worked with Ameriprise Financial before launching myFinancial.pro in 2005. As a senior financial planner, Stephen Lupkas works with clients in CT to help them organize, grow, and protect their assets before and throughout retirement.

Mr. Lupkas offers comprehensive and objective financial planning to corporate executives, professionals, and retirees. He is a fee-only, fiduciary, and independent advisor who does not receive a commission for providing his clients with trustworthy financial counsel.

Mr. Lupkas’s training and education include a bachelor’s degree in finance from Sacred Heart University, as well as RICP and CFP certifications. He holds Series 7, 63, and 65 certifications and is a licensed life, accident, and health insurance advisor.

Over the years, Mr. Lupkas has been sought out for his expertise in financial planning, appearing on local television as a financial planning specialist. He also has published multiple articles on financial planning in US News Money and other financial publications. His professional affiliations include memberships to Ed Slott’s Elite IRA Advisor Group, 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.

Stephen Lupkas