Randy Lupi, IAR
Randal "Randy" Lupi is a regional vice president and retirement planning specialist with Equitable Advisors. In his 15 years with the firm, Randy has seen firsthand the day-to-day challenges his clients face when it comes to retirement planning, investing and managing student debt. He is passionate about creating customized plans to help clients overcome these obstacles and secure a comfortable future. His dedication to clients earned him the 2019 Elite Advisor recognition from the National Tax-Deferred Savings Association (NTSA), which is awarded to advisers for excellence in helping 403(b) or 457(b) retirement savings plan participants accumulate assets and plan for retirement.
Randy graduated from the University of Cincinnati with a bachelor's degree in finance and international business and received his Retirement Planning Specialist designation from The Wharton School at the University of Pennsylvania. He resides in Cleveland, Ohio, with his wife and three children.
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Latest articles by Randy Lupi, IAR
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