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Randy Lupi - Cleveland, Ohio

Financial strategies that adapt to your evolving life

The right financial guidance can do more than help you achieve the goals you have today. It can open up a world of possibilities and guide you toward your most fulfilling future.

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Randy Lupi

(216) 615-8107

randal.lupi@equitable.com

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@equitable.com

Our services

Whether you run a business, have a family, or just need wealth management guidance for yourself, we can provide financial strategies that can adapt to your changing needs and the evolving life you live.

Financial planning

Financial
planning1

Asset management

Wealth
management

Estate planning strategies

Estate planning
strategies

Risk Management

Risk
management

Why work with a financial professional

We understand that financial guidance is about more than just money. It’s about appreciating who you are and what you want in life. Then working with you to design a comprehensive, personalized financial strategy that fits your goals today and your vision of tomorrow. It’s about helping you build a fulfilling future, your way.

Client Centered

We are here for you

  • To understand your situation – The most important work we do is getting to know who you are.
  • To respect your assets – We listen, learn, and build on your existing assets – respecting the choices you’ve already made.
Client Centered

We work alongside you

  • To educate you on your options – When you have questions, we’ll be ready with answers and the options to help you achieve your goals and objectives.
  • To provide clear recommendations and financial strategies – With insight and clarity, we guide you as you make some of your own life’s most important decisions.
Client Centered

We evolve with you

  • To track your progress – We help you understand financial performance and, more specifically, progress toward the goals you’ve communicated to us.
  • To stay in touch – With products and services designed for you at every stage of life, we help you secure your well-being, so you can live the life that’s most meaningful to you.

Choosing the right financial professional for your wealth management needs

We understand how difficult it can be to plan for the future. That’s why you and your family will never feel like you are walking this path alone. Instead, we want to work with you, in a true collaboration, so your vision is combined with our experience in helping people systematically reach their goals.

The right financial strategy can make all the difference

We are a full-service wealth management firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners and are dedicated to helping you identify your goals and make sound decisions to help you successfully reach them.

Meet our team

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1Fee-based, and non-fee based financial planning is offered by financial professionals who are investment advisor representatives of Equitable Advisors, LLC, a SEC-registered investment advisor.