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. Sam works with attorneys and tax professionals to assist clients in effectively managing wealth in a tax efficient method.
Sam brings 24 years of experience in the financial services industry to his clients. 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 unbiased investment analysis for the participants.
Sam graduated with a Bachelor of Business Administration from Evangel University. Also, Sam has obtained all the required financial qualifications including FINRA Series 7, Series 63 and 65 held through LPL Financial, Life Insurance, Health Insurance and Annuities. Sam is currently pursuing the extensive course work to become a CERTIFIED FINANCIAL PLANNERTM Professional.
Sam has been involved with a number of local non-profit organizations including the Akron Symphony Orchestra, Certified Emergency Response Team, American Red Cross, Celebration Church, Christian Business Men's Committee among others. Currently Sam serves on the board of The Love Akron Network and the Leave-A-Legacy for Summit, Portage and Medina Counties. Sam is a former board member of the Evangel University Alumni Board and Royal Family Kids’ – Akron.
Sam resides in Broadview Heights with his wife, Shanna, their two daughters Madison and Reagan.