Stephen Lupkas

CFP®, RICP®

myFinancialPro, LLC

Registered Investment Adviser

Contact Me

Stephen Lupkas

CFP®, RICP®

myFinancialPro, LLC

Registered Investment Adviser

As an experienced fee-only financial planner, my focus is to offer unbiased financial advice to help you invest properly and maximize retirement resources. - Stephen Lupkas, CFP®, RICP®

Contact Me

203-922-1192

Website

Within 5 years on either side of retirement? We can suggest how to properly manage, invest, save and spend what you have built.

Stephen Lupkas is a Shelton, CT fee-only financial planner.  myFinancialPro provides comprehensive and objective financial planning to help clients organize, grow and protect their assets as they approach, enter and throughout retirement.  As a fee-only, fiduciary, and independent financial advisor, Stephen Lupkas is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Stephen Lupkas, CFP®, RICP® is founder of myFinancialPro, an independent, fee- only holistic financial planning practice with a focus on 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. 

Steve utilizes his extensive and valuable financial knowledge working primarily with corporate executives, professionals and retirees to address their wealth management and financial planning issues. 

Steve is a graduate of Sacred Heart University, where he received a BS in finance.  Board certified, he received the Certified Financial Planner (CFP®) designation in 1996 after passing a challenging 2-day exam and agreeing each year since to uphold the rigorous requirements of this pinnacle educational achievement in the financial planning profession.  He has passed the Series 7, 63 and 65 examinations and previously satisfied the requirements of holding life, accident and health insurance licenses.  

A passion for investments and entrepreneurship led Steve to become first involved in financial planning as early as age 15 explaining the benefits of, and helping friends find, the best local bank savings rates. He has been featured on local television as a financial planning specialist and has had several articles published in local newspapers on investing and financial planning topics. 

Member:

♦  Ed Slott's Elite IRA Advisor Group™; the nation’s most exclusive group of financial advisors dedicated to solving the country’s biggest and most complex financial problem — effectively managing, and the distribution of, Individual Retirement Account (IRA) assets.

♦  Member - Financial Planning Association (FPA)

♦  Member - National Association of Personal Financial Advisors (NAPFA) 

Giving back to the community:

Make-A-Wish Foundation 

Shelton Youth Soccer Association

Stephen Lupkas is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Working together

At Dockside Wealth Advisors, we're much more than just financial planners and money managers. Having worked with hundreds of affluent clients over the years, we understand just how complex your financial life can be. Serving as your true wealth advisor,we dive deeply into every corner of your financial life to provide a fully integrated planning approach that includes:

Coordinating your tax situation with your investment portfolio
Integrating your risk management and protection (insurance) programs to complement your estate plan
Maximizing your executive benefit programs
Leveraging the financial opportunities of your small business
Identifying and prioritizing specific goals and objectives
Exploring your tolerance for risk
Selecting the most appropriate solutions to meet your needs
Recommending other trusted professionals to address any advanced planning needs

Our understanding of the unique complexities of your financial life can help you overcome many of the obstacles to accumulate, protect, and grow wealth. We've come to master and appreciate similar challenges and then develop effective solutions for our clients.  As we build your financial plan, we carefully evaluate the potential impact of economic and financial conditions.  

As your wealth managers, our goal is to help you reap the benefits of years of hard work and smart money management while helping you remain on track to achieve your long-term financial goals.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Retirement Income Planning
  • Investment Management
  • Tax Planning
  • Comprehensive Financial Planning

Ideal Clients

  • Retirees and Near Retirees
  • Business Owners and Executives
  • Sudden Money Situations

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Stephen Lupkas is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Stephen Lupkas is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • Financial Planning Association
    Stephen Lupkas is a member of The Financial Planning Association® (FPA®)

    FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.

  • Ed Slott's Elite IRA Advisor Group
    Stephen Lupkas is a member of Ed Slott's Elite IRA Advisor Group&sm;

    Ed Slott's Elite IRA Advisor Group℠ is an exclusive organization of financial advisors who are dedicated to being leaders in the IRA industry. Ed Slott has created Ed Slott's Elite IRA Advisor Group℠ as a single resource for serious professionals. Ed Slott's Elite IRA Advisors are equipped with up-to-date tools and resources to help their clients

Contact Stephen Lupkas

203-922-1192

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Office Locations:

  • Shelton, CT 06484
  • 4 Research Dr
    Suite 402
    Shelton, CT 06484-4312

Disclosure:

Important Disclaimers

Dockside Wealth Advisors, LLC is a Registered Investment Advisor ("RIA"), located in the State of Connecticut. Dockside Wealth Advisors, LLC provides investment advisory and related services for clients nationally. Dockside Wealth Advisors, LLC will maintain all applicable registration and licenses as required by the various states in which Dockside Wealth Advisors, LLC conducts business, as applicable. Dockside Wealth Advisors, LLC renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.

 

Terms of Use

Please read these terms and conditions of use (“Terms”) carefully before using the website located at www.myfinancial.Pro (“Website”) or any of the information or services provided by Dockside Wealth Advisors, LLC (collectively, “we”, “our”, “us”) in connection with the Website. By using the Website, you acknowledge that you have read and understood these Terms and accept to be legally bound by them. If you do not accept and agree to these Terms, you are not an authorized user of the Website or any of the information or services provided by Dockside Wealth Advisors, LLC in connection with the Website and should promptly terminate all use thereof. The terms “you” and “your” mean you and any entity you may represent in connection with the use of the Website. You may use your browser to download or print a copy of these Terms for your records.

 

Dockside Wealth Advisors, LLC reserves the right to change, modify, add or remove portions of these Terms at any time for any reason. We suggest that you review these Terms periodically for changes. Such changes shall be effective immediately upon posting. You acknowledge that by accessing our Website after we have posted changes to these Terms, you are agreeing to these Terms as modified.

 

These Terms were last updated on November 30, 2018.

 

Risk Disclosure

 

Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy will be profitable.  

 

Asset allocation may be used in an effort to manage risk and enhance returns. It does not, however, guarantee a profit or protect against loss. Performance of the asset allocation strategies depends on the underlying investments.

 

This website is intended to provide general information about Dockside Wealth Advisors, LLC and its services. It is not intended to offer or deliver investment advice in any way. Information regarding investment services are provided solely to gain an understanding of our investment philosophy, our strategies and to be able to contact us for further information.

 

Market data, articles and other content on this website are based on generally available information and are believed to be reliable. Dockside Wealth Advisors, LLC does not guarantee the accuracy of the information contained in this website. The information is of a general nature and should not be construed as investment advice.

 

Please remember that it remains your responsibility to advise Dockside Wealth Advisors, LLC, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services.

 

Dockside Wealth Advisors, LLC will provide all prospective clients with a copy of our current Form ADV, Part 2A ("Disclosure Brochure") and the Brochure Supplement for each advisory person supporting a particular client. You may obtain a copy of these disclosures on the SEC website at http://adviserinfo.sec.gov or you may Contact Us to request a free copy via .pdf or hardcopy.

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