Schupak Financial Advisors
Schupak Financial Advisors specializes in financial planning and investment management to help clients work towards their financial goals at all stages of life. We believe in a holistic financial planning approach and advocate completing a financial plan to help guide discussions about risk tolerance, risk capacity and time horizon for portfolio management services.
Before founding Schupak Financial Advisors, I worked in a corporate environment for over 10 years. I worked through numerous facets of finance including: financial planning & analysis, tax, insurance, accounting, debt financing and treasury.
As my corporate career picked up steam, I realized that my passions were elsewhere. I found myself drawn to personal investing, retirement planning and money management. This accompanied with an entrepreneurial spirit, led me to launch Schupak Financial Advisors.
I am passionate about what I do and truly care about the clients I work with. I’m patient, detail orientated and enjoy teaching others. Being left brain dominant, I have a love for probability and numbers. I enjoy reading the latest white paper publishing’s on investing and appreciate the variety that comes with each financial planning engagement.
Outside of work, I love to spend time with my wife. We are avid skiers and she has spread her travel bug to me over time. I strive to eat healthy but burgers and pizza occasionally get in the way. I’m a big NY Jets fan, otherwise a casual sports fan. I’m always up for a game of chess, basketball or a round of golf.
Michael Schupak's fiduciary obligation is governed by:
The ambition to provide clarity to an industry that often seems cloudy and confusing, as well as, help individuals reach their goals led to the creation of Schupak Financial Advisors. Our Process advocates meeting with potential clients to ensure we are a good fit before signing an engagement agreement. Further, we believe completing a robust financial plan helps define one's risk tolerance and time horizon for portfolio management.
Schupak Financial Advisors employs the following strategies in our investment approach:
1) Having a globally diversified portfolio holding a combination of domestic, internationally developed and emerging market investments.
2) Utilize an evidence based approach to investing grounded on historical market analysis.
3) Minimizing trading fees and asset turnover can lead to a superior investment return.
Learn Why Fiduciary Matters When Choosing a Financial Advisor:
- Financial Planning
- Investment Management
- Cash Flow Analysis and Planning
- Scenario Analysis
- Company Stock Options & Grants
- SRI - Sustainable, Responsible & Impact Investing
- Start-up and Established Companies: ECommerce, Technology & Retail Professionals
- Middle Aged Professionals
- Young Professionals
- FREE Initial Consultation
- In-Office Meetings
- Virtual Meetings
- % of Assets Under Management
- Hourly Fee
- Ongoing or One-time
Professional Designations & Affiliations
Michael Schupak is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Michael Schupak is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Michael Schupak is a member of the Garrett Planning Network. Click here to learn more.
Everyone needs competent, objective financial advice from time to time. The Garrett Planning Network has a nationwide membership with hundreds of independent, Fee-Only financial planners providing advice to people from all walks of life, without minimum account requirements, sales commissions, or long-term commitments. Our members proudly embrace their fiduciary duty, always placing their clients' best interests first.
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