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
Financial Advisor
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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