291 North Cleveland Massillon Rd Ste 100
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.