Jim Lupica
Managing Partner, Founding Partner at Stratos Wealth Partners
- Role
- Managing Partner, Founding Partner at STRATOS
- Location
- Akron, OH, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Jim Lupica
I am the co-founder and Managing Partner of Stratos Wealth Partners, a firm specializing…
Experience
Managing Partner, Founding Partner
Oct 2008 — Present · Cleveland/Akron, OH, US
Education
Baldwin Wallace University
MBA, Business Management
1977 — 1979
Evangel University
BBA, Accounting Major/ Business Management& Economis Minor
1966 — 1970
Skills
- Retirement Planning
- Finra
- 401k
- Personal Finance
- Insurance
- Wealth
- Asset Management
- Portfolio Management
- Financial Advisory
- Etfs
- Management
- Fixed Annuities
- Mergers & Acquisitions
- Small Business
- Asset Allocation
- Mutual Funds
- Risk Management
- Long-Term Care
- Personal Financial Planning
- Securities
- Estate Planning
- Wealth Management
- Financial Analysis
- Investment Strategies
- Alternative Investments
- Financial Services
- Pensions
- Series 7
- Fixed Income
- High Net Worth Individuals
- Retirement
- Bonds
- Strategic Financial Planning
- Wealth Management Services
- Series 65
- Succession Planning
- 401k Rollovers
- Life Insurance
- Investment Management
- Finance
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