Randy Lupi

Financial Consultant Equitable Advisors

Role
Financial Advisor at Equitable Advisors
Location
Cleveland, OH, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Randy Lupi

Throughout my years as a Financial Consultant I have taken a proactive approach to each…

Experience

  1. Financial Advisor

    Equitable Advisors

    Oct 2004 — Present · Cleveland, OH, US

Education

  • University of Cincinnati Carl H. Lindner College of Business

    Bachelor's degree, Finance and International Business

    2000 — 2004

  • The Wharton School

    Retirement Plannning Specialist

Skills

  • Risk Management
  • Life Insurance
  • Financial Planning
  • Investment Advisory Services
  • Ira Distribution Planning
  • Wealth Management
  • Estate Planning Strategies
  • Investment Planning
  • Retirement Planning
  • Pension Distribution Planning

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Randy Lupi — Financial Advisor at Equitable Advisors in Cleveland, OH, US | Unifers