Stephen Lupkas, CFP^®

Senior Financial Advisor

myFinancialPro

4 Research Dr, Ste 402
Shelton, CT 06484-6242

FINANCIAL ADVISOR'S WEBSITE

www.myFinancial.pro

(888) 282-2220

+1 More Number

(203) 922-1192

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

We are fee-only; compensated solely by the client receiving no commissions, rebates, awards, finder's fees, bonuses, or any form of compensation from others as a result of a client's implementation of planning recommendations.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

General

Stephen Lupkas is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at myFinancialPro in Shelton, CT and the surrounding communities.

Financial Advisor Overview

We are Dockside Wealth Advisors, a fee-only Registered Investment Advisor (RIA) based in Connecticut. Since 1993, we have written hundreds of financial plans. While our clients—high-level executives, successful professionals, and retirees—have a wide variety of financial needs and goals, for many others, they are simply seeking to continue to support their lifestyle into retirement, manage their finances efficiently or, to invest as wisely as possible. We provide fee-only, comprehensive wealth management, financial planning, and investment management services to this unique group of affluent individuals and families. At Dockside Wealth Advisors, we understand and respond to the specialized needs of our client base. Our clients prefer the close and personal attention they receive by working with a firm our size. Our goal is to help you develop and maintain an overall financial strategy designed to address all aspects of your financial life. Call us today at 203-922-1192 or email us to learn how Dockside Wealth Advisors, can help you preserve and grow your wealth. We want to deliver a world-class wealth management experience that, after every meeting or conversation, leaves you with financial peace of mind and the confidence that you're on the right path to achieve your financial goals.

Financial Advisor Experience

Founder and Senior Financial Advisor of Dockside Wealth Advisors, an independent, fee- only holistic financial planning practice with a focus on investment management. Steve’s clients benefit from his 23 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.