Stephen Lupkas - Established Fee-Only Shelton, CT, Financial Planner

Stephen Lupkas is a fee-only Shelton, CT, financial planner who serves the needs of myFinancialPro clients for knowledgable, independent wealth management advice. Delivering impactful retirement and succession strategies, Stephen Lupkas serves professionals, business owners, key executives, and their families. He emphasizes a judicious, tailored approach to tax-beneficial allocation and helps avoid the pitfalls that often cloud people’s financial horizons.

Mr. Lupkas earned his bachelor’s degree in finance at Sacred Heart University and achieved qualifications as a Certified Financial Planner through a rigorous two-day testing process in the mid-1990s. He has held Series 7, 63, and 65 certifications and gained membership in the National Association of Personal Financial Advisors. Additionally, he completed the requirements for handling accident, life, and health insurance matters.

With a sustained commitment to the CT community, Mr. Lupkas supports the Shelton Youth Soccer Association and the Make-A-Wish Foundation. A respected voice in his profession, various publications have featured his investment insights.