BENJAMIN LUPU

Our goal is financial security and investment success for all of our clients. Chief investment officer Benjamin Lupu, CFP® has more than 30 years of professional, licensed experience advising investors in most every category. Professional and comprehensive financial planning and sophisticated, highly evolved investment management methodologies are how we deliver results... We are a Fiduciary Investment Advisor based in Burbank-Toluca Lake California. We specialize in Prudent Investment Management of Financial Portfolios, Cash and Banking Management and Financial Planning services for Private Holdings Clients, Business Owners, Retirement Plan Investors and a diverse group of clients representing our community... In these interesting times, which can be both exciting and dangerous, we make sure that a responsible, thoughtful and individualized investment management plan is part of our commitment to our clients.

Primary location: Burbank United States