Stephen Lupkas (CFP®, RICP®)

Stephen Lupkas focuses in the
following client markets or areas of practice:

  • Corporate Executives
  • High Net Worth Client Needs
  • Hourly
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Planning Specialties

Founding Principal/Senior Wealth Advisor

Stephen Lupkas, CFP® is founder of myFinancialPro (formerly Dockside Wealth Advisors), an independent, fee- only holistic financial planning practice with a focus on investment management. Steve’s clients benefit from his 30 years of diverse financial planning experience developing logical and straightforward solutions to solve their unique financial needs. 

Steve utilizes his extensive and valuable financial knowledge working primarily with corporate executives, professionals and retirees to address their wealth management and financial planning issues. 

Steve is a graduate of Sacred Heart University, where he received a BS in finance.  Board certified, he received the Certified Financial Planner (CFP®) designation in 1996 after passing a challenging 2-day exam and agreeing each year since to uphold the rigorous requirements of this pinnacle educational achievement in the financial planning profession.  He has also satisfied educational, experience, and ethical requirements for holding the Retirement Income Certified Planner (RICP®) designation.  He has passed the Series 7, 63 and 65 examinations and previously satisfied the requirements of holding life, accident and health insurance licenses.  

Additional Information

A passion for investments and entrepreneurship led Steve to become first involved in financial planning as early as age 15 explaining the benefits of, and helping friends find, the best local bank savings rates.  He has been featured on local television as a financial planning specialist and has had several articles published in local newspapers on investing and financial planning topics. 

♦  Former member Ed Slott's Elite IRA Advisor Group™; the nation’s most exclusive group of financial advisors dedicated to solving the country’s biggest and most complex financial problem — effectively managing, and the distribution of, Individual Retirement Account (IRA) assets.

♦  Financial Planning Association (FPA)

Giving back to the community:

Make-A-Wish Foundation 

NAPFA Start Date

February 12, 2016