Samuel Lupica

About Samuel Lupica

As a Founding Partner with Stratos Wealth Partners, I specialize in assisting small business owners as they address their retirement and estate planning needs in the most tax efficient manner possible.I have over 21 years of experience in the financial services industry assisting my clients in every aspect of their financial lives. I have founded my financial practice on the basis of educating investors in the fundamentals of successful wealth management. It is my belief that taking the time to help clients understand their options, areas they may be at risk, and how we plan to get them to their goals really makes all the difference. I advise my clients on growing their personal wealth as well as providing comprehensive corporate retirement plan services including negotiating 401(k) plan cost analysis and unbiased investment analysis for participants.At Stratos Wealth Partners our services include: • Investment Planning • Retirement & Fringe Benefit Planning • Estate Preservation & Distribution Planning • Business Succession Planning • Life and Health Insurance PlanningSecurities offered through LPL Financial member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to \'Contact Info\' section above. Investment advice offered through Stratos Wealth Partners, a Registered Investment Advisor and is a seperate entity from LPL Financial.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.Sam Lupica may only discuss and/or transact business with residents of the following states: AR, CA, CO, FL, GA, KS, LA, MA, MD, MO, NC, NM, OH, OK, OR, PA, TX, VA.

Experience

1. Founding Partner & Wealth Advisor

   STRATOS

   Dec 2008 — Present · Fairlawn, OH, US

   Stratos Wealth Partners is an independent, partner owned and operated Registered Investment Advisory (RIA) firm that places client interests at the forefront of every decision made and action taken.We know that managing your wealth and planning for important goals like retirement, estate planning or the sale of a business can be complex and time consuming. Sound decisions require extensive research, expertise and coordination across multiple financial disciplines. And effective outcomes require a partner you can trust to bring the right experience and resources to bear as you pursue your individual goals.At Stratos Wealth Partners, we define our success by assisting you in achieving your goals as we afford you an opportunity to experience wealth planning on an entirely new level.•Headquartered in Beachwood, Ohio, we have more than 195 affiliated LPL Financial wealth advisors located throughout the United States.•We boast an infrastructure of an additional 100 executive and support professionals, all of whom assist our advisors in the execution of services and strategies for our clients.•Our significant scale and national resources enable our advisors to deliver the highest caliber service, select among the industry’s broadest product platform and develop truly innovative strategies as they build long-term, personal client relationships on a local level.

Education

• Evangel University

  Bachelor of Business Administration (BBA), Accounting and Business/Management

  1997 — 1999

• Evangel University

  Bachelor of Business Administration (B.B.A.), Accounting and Business/Management

  1992 — 1994

Skills

• Financial Advisory
• Series 7
• Life Insurance
• Securities
• Finance
• Estate Planning
• Pensions
• Investment Management
• College Savings Plans
• Asset Allocation
• Mutual Funds
• Risk Management
• Portfolio Management
• Fixed Annuities
• Long-Term Care
• Personal Financial Planning
• Investment Advisory
• Financial Planners
• Wealth
• Financial Risk
• Asset Management
• Valuation
• Retirement Planning
• Finra
• Iras
• Financial Services
• Series 63
• Retirement
• Bonds
• Strategic Financial Planning
• Disability Insurance
• Insurance
• Asset Managment
• Tax
• Wealth Management Services
• Small Business
• High Net Worth Individuals
• 401k
• Investments
• Fixed Income