F.A.Q.

Q: What do you specialize in?

A: Our firm specializes in helping to educate individuals, families, and small business owners on sound money and macro Austrian economic principles. We then help to develop sound financial strategies. If you are retired – or saving for retirement – please take the time to explore our website and the wealth of information we offer.

Q: What are your primary goals?

A: One of our primary goals is to educate, inform, and develop a long-term, trusting relationship with you. We look to accomplish this by placing great importance on your questions and concerns. Your agenda is our agenda.

Q: What are you passionate about?

A: We have a passion for excellence, offer uncommon service, and place great emphasis on accountability. For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

Have A Question?

Contact

Office: 805-484-2500

Toll-Free: 805-484-2500

Fax: (805) 484-4500

5000 Birch St. West Tower
Suite 3000
Newport Beach, CA 92660

info@lupufinancial.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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All written content on this site is for information purposes only. Opinions expressed herein are solely those of Lupu Financial Services, Inc. and our editorial staff. The material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered through Lupu Financial Services, Inc. a Registered Investment Advisor in the State of Idaho. Being registered as a registered investment adviser does not imply a certain level of skill or training. Insurance products are offered through Frank Lupu, an independent agent. All investing involves risk including loss of principal. Past performance does not guarantee future results.

The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Idaho or where otherwise legally permitted. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions.

Lupu Financial Services, Inc. and Frank Lupu are not affiliated with or endorsed by the Social Security Administration or any government agency.

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