Randy Lupi Email & Phone Number

Throughout my years as a Financial Consultant I have taken a proactive approach to each personal financial situation. I strive to help my clients gain a better understanding of the financial concepts behind investing, insurance, retirement, estate planning strategies, and wealth preservation. Most importantly, my passion is working with skilled professionals to pursue their financial goals. When meeting with my clients I take an educational approach that is easy to understand, solely focused my client’s financial success. After thoroughly reviewing my client’s needs and goals, together we begin to determine which financial strategies best fit the situation. The end result is a financial roadmap that will guide them through the various phases of their life. In recent months, I have been building a team of financial professionals to join my successful wealth management firm. I am currently looking for new talented individuals who have excellent relationship and communication skills. Some other characteristics of good candidates include: highly motivated, results-driven professionals who have the strong desire to help others grow their financial futures. If you or someone you know is looking for a position which allows you to build and grow, please reach out to me directly at Randal.lupi@equitable.comI completed my Bachelor’s Degree in Finance and International Business from the University of Cincinnati. I have also earned a Certificate in Retirement Planning from The Wharton School of the University of Pennsylvania. I currently reside in the Cleveland area with my wife and two children. Some of my hobbies include golf, sports cars, traveling, and watching my sons swim and play soccer.

Listed skills include Financial Planning, Investment Planning, Estate Planning Strategies, Retirement Planning, and 6 others.