Stacia Lupinacci

Experience

1. Director of Client Relations

   Green Ridge Wealth Planning

   Jan 2020 — Present

   At Green Ridge Wealth Planning, I\'ve been called the heartbeat of our firm. As Client Relations Director, I bring warmth, professionalism, and operational excellence to every interaction, ensuring clients feel cared for and that their needs are met with the integrity our firm is known for.My genuine passion lies in connecting authentically with people. Clients often tell me they appreciate the love and care I put into our relationship. I believe in creating a space for open, honest dialogue, where they feel heard and understood, especially during significant life transitions, milestones, or new opportunities. It\'s incredibly rewarding to help nurture those relationships, often leading to lasting connections that grow beyond the first conversation.Before joining Green Ridge, I gained valuable experience owning my own marketing business and working in the construction industry. This background gives me a unique understanding of the challenges and opportunities faced by business owners, particularly those navigating complex ventures and substantial assets. I truly enjoy working with entrepreneurs, individuals, couples, and families, bringing an empathetic and practical perspective to their financial journey.If you\'re a business owner or an individual with investable assets of $1M+ looking for a wealth management team who truly cares and listens, I invite you to connect. I\'d love to help you discover how Green Ridge Wealth Planning can bring you financial clarity and confidence.

Education

• Montclair State University

  Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services

  1999 — 2001