Vision and Values:
- Principle-centeredness. We take a purpose driven, goal-based approach with our clients. We are directed by goals, not timing the market or responding emotionally to the inevitable swings that always occur.
- Financial basics. We affirm and emphasize the financial basics. Live on less than you make, save and invest in a well-diversified portfolio. If you keep making smart choices, you will have success over time.
- True service. Every company will say they want to do what’s best for the client, but there is often much conflict of interest. When we say we put our client’s interests first, we really mean it. This means that we will do what is truly in the best interest of the client, even if the incentives aren’t aligned for us. We will not do what is best for ourselves at the expense of the client.
About Frank Lupu
A Christian, a husband, a father, a small business owner, and an active Church member. An avid reader, researcher and hoarder of information.
After spending his entire career in the financial services industry, constant education and training. The most important aspects of finance that Frank has learned over the years did not come from a book or a classroom or a how-to seminar.
The greatest value of knowledge comes from our experiences. From lack of planning (it will eventually work itself out), poor handling of debt (the more you make the more you spend), failing to budget (who has time for that), and non-existent saving (I’ll start saving when I’m older and making good money) , to market timing (buy high, sell low, repeat until broke), and day trading stocks and options (the latest get rich quick idea).
It is not our success nor our failures that make us who we are, but rather, it is how we respond to these successes and these failures that transform us into the people we are today.
Frank spent 1999-2007 in corporate finance with Washington Mutual and 2008-2014 with brokerage firm Edward Jones. After many years of sales quotas, limited resources and too many conflicts of interest, Frank left for the independent advisor world where it is his own name and reputation at stake in the community.
Frank has seen the strains and challenges that money puts on marriages, families and business owners. He has a passion to reform what once was the “American Dream” that has since turned into a nightmare. From the struggles of living paycheck to paycheck and feeling overwhelmed by debt, to the high tax burden and lack of savings which inevitably leads to feeling helpless about the future and prospects for retirement. Frank’s desire is to give back control over each client’s financial situation and their retirement.
- Bachelor of Science in Psychology and Public Policy
- 11+ years in the Financial Services industry
- AAMS®, Kingdom Advisors, Citizens Economic Advisory Board Member
- Educating Churches and schools in the community on areas of Finance and Economics