Stephen Lupkas

Stephen Lupkas, CFP®, RICP®, is the Private Principal and Personal CFO of myFinancialPro, a boutique fee-only practice designed for those who value direct access over institutional layers.

With over 30 years of diverse experience and a clean professional record, Steve serves as a single point of accountability for corporate executives, professionals, and retirees who have outgrown the "junior associate" model of larger firms. While big-box firms often rely on rigid algorithms and hand-offs, Steve provides a sophisticated "Family Office" vibe where the lead advisor is the only advisor. He acts as a true Personal CFO, translating three decades of market wisdom into logical, straightforward solutions for complex wealth needs. A graduate of Sacred Heart University with a BS in Finance, Steve earned his CFP® designation in 1996. His deep technical background—including the RICP® designation and a history of rigorous board certification—ensures that every client benefits from a "human-first" perspective that AI simply cannot replicate. Steve’s passion for finance began at age 15, and today, that entrepreneurial spirit drives his commitment to a limited number of families who seek a high-touch, exclusive partnership for their financial legacy.