Jeffrey Pupo
Financial Advisor, Senior Vice President - Wealth Management at UBS Financial Services Inc.
- Role
- Senior Vice President - Wealth Management, Senior Portfolio Manager at UBS
- Location
- Boca Raton, FL, US
- LinkedIn followers
- 500 followers
About Jeffrey Pupo
Jeffrey has been a wealth advisor primarily for a select group of business owners, business professionals and retirees who aspire to achieve a work optional lifestyle or leave a legacy to their heirs. He has developed and refined a process that put\'s all the pieces of the financial puzzle together so a client can better understand and plan their financial future. His process is the 3D process of: developing, designing and deploying the wealth management plan to help meet client and client\'s families financial objectives for multiple generations.After graduating from Lynn University with a Bachelor of Science degree in Business Administration he also earned the designations of CMFC®, Chartered Mutual Fund Counselor and CRPS®, Chartered Retirement Plans Specialist which allows him to help businesses with their corporate retirement plans and their fiduciary responsibilities. Having previously owned a Taekwondo School of Martial Arts, Jeffrey understands, firsthand, the nuances of being a business owner. He advises corporate sponsors with investment consulting services, plan program consulting and educational consulting services. Jeffrey holds the Series 7, 63 and 65 securities licenses and is also Life and Health Insurance licensed. He is fluent in Spanish.Jeffrey resides in Boca Raton Florida since 1984 and has been married to his wife Rebeca for over 27 years. They have special needs son named Alexander who is the light of their are the comments of this employee only, and not of UBS Financial Services Inc, its subsidiaries or affiliates. No instructions for business transactions or which affect any client\'s accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See for the full disclosure.**
Experience
Senior Vice President - Wealth Management, Senior Portfolio Manager
May 2002 — Present · Boca Raton, FL, US
We help our clients accumulate, distribute or transfer assets through a comprehensive financial planning process with UBS. Whether a client\'s goal is to grow assets towards retirement, secure an income during retirement or ensure their legacy passes to their heirs, our team designs and implements a process or plan to address these needs and goals.
Education
Pope John Paul II, High School
High School
1983 — 1987
Lynn University
Bachelor of Science in Business Administration
2010 — 2011
Skills
- • Wealth Management • Portfolio Management
- • Account Management • Asset Management
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