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Samuel Lupica

291 North Cleveland Massillon Rd Ste 100

Akron, OH

44333-8357

Phone:

Email:

(330) 664-2271

Sam Lupica is a Founding Partner with Stratos Wealth Partners, an advisor run organization specializing in financial planning for their clients’ every need. Stratos is a national network of advisors powered by LPL Financial, member FINRA/SIPC. Sam works with small business owners providing a full array of financial needs including financial planning, investment management, health insurance and life insurance. Sam also works directly with attorneys and tax professionals to assist their clients in effectively managing wealth in a tax efficient method.

Sam brings 20 plus years of experience in the financial services industry to his clients. Previous to joining Stratos Wealth Partners, Sam began his financial career in 1993 with Kemper Securities, a predecessor firm to Wachovia Securities. Sam grew a financial practice by educating investors in the fundamentals of successful wealth management. Sam advises his clients on growing their personal wealth as well as providing comprehensive corporate retirement plan services including negotiating retirement plan costs, comprehensive plan analysis for providers and objective investment analysis for the participants.

Sam graduated with a Bachelor of Business Administration from Evangel University. He has obtained all the required financial licenses including FINRA Series 7, Series 63 through LPL Financial and 65 through Stratos Wealth Partners, Life Insurance, Health Insurance and Annuities. Sam is currently pursuing the extensive course work for the CERTIFIED FINANCIAL PLANNING™ professional program.

Sam has been involved with a number of local non-profit organizations including Celebration Church, Leave-A-Legacy: Summit, Portage, Medina, Royal Family Kids’, The Akron Symphony Orchestra, Certified Emergency Response Team, American Red Cross, Akron Childrens Hospital and several others. Sam resides in Broadview Heights with his wife, Shanna, and their two daughters.

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Stratos Wealth Partners, Wealth Management, Financial Planner, Financial Advisors

3750 Park East Drive - Beachwood, OH 44122

Office: (866) 553-9882 - Fax: (440) 505-5609​​​

Info@stratoswp.com

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Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor and a separate entity from LPL Financial. The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AL, AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, ME, MD, MI, MN, MO, MS, MT, ND, NE, NH, NJ, NC, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV and WY.

*On Sept. 13, 2024, Stratos Wealth Partners, Ltd. placed 22nd on the list for the year 2024. Stratos Wealth Partners, Ltd. applied for the award by submitting responses to a detailed questionnaire for the award committee’s consideration. Stratos Wealth partners, Ltd. did not pay any compensation to be considered for the award. The award is not representative of any one client’s experience and is not indicative of our firm’s future performance. The award was independently granted, as Stratos Wealth Partners, Ltd. has no affiliation with Barron’s. Please note that the award is not a referral to, endorsement or recommendation of, or testimonial for the advisor with respect to its investment advisory or other services. Barron’s weighs dozens of qualitative and quantitative components, including assets managed, the size and experience of teams, regulatory record of the advisors and firms, succession planning, technology spending, and staff diversity based on responses supplied by the advisor to a detailed survey.

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