Financial Services and Risk Management

Welcome to my website.  Here you will find a wealth of information in the form of newsletters, articles, calculators, and research reports. 

I hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. I have created this website to help you gain a better understanding of the financial concepts behind investing, insurance, retirement, estate planning strategies, and wealth preservation. Most importantly, I hope you see the value of working with a skilled professional to pursue your financial goals. 

I take an educational approach that is easy to understand, soley focused on your financial success. After thoroughly reviewing your needs and goals, we can begin to determine which financial strategies best fit your situation. The end result is a financial roadmap that will guide you through the various phases of financial planning.

I am here to help educate you about the basic concepts of financial management; to help you learn more about who I am; and to give you fast, easy access to market performance data. I hope you take advantage of this resource and visit the site often. Please be sure to add this site to your list of "favorites" in your browser. You can log on to view your accounts, make changes if necessary and even sign up to recieve your statements electronically.  Also, I frequently update the information, and I wouldn't want you to miss any developments in the area of personal finance.

In recent months, I have been building a team of financial advisors to join my successful wealth management firm. I am currently looking for new talented financial professionals who have excellent relationship and communication skills. Some other characteristics of good candidates include: highly motivated, results-driven professionals who have the strong desire to help others grow their financial futures. If you or someone you know is looking for a position which allows you to build and grow, please reach out to me directly at Randal.lupi@axa-advisors.com