Michael Schupak, CFP®, EA Schupak Financial Advisors

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About Michael Schupak, CFP®, EA

My Story – Financial planning and investing can be both intimidating and overwhelming. I want to be there to help you understand your financial picture, plan for the future and prevent costly mistakes that you may regret down the road.

I’m patient, detail oriented and enjoy teaching others. Being left brain dominant, I have a love for probability and numbers. I enjoy reading the latest white papers on investing and appreciate the variety that comes with each financial planning engagement.

Outside of work, I enjoy staying active and spending time with my wife, Amber. We are avid skiers and she has spread her travel bug to me over time. I strive to eat healthy but burgers and pizza occasionally get in the way. I’m a big NY Jets fan and always up for a game of chess, basketball or a round of golf.

Professional Background – I worked in the corporate world at both start-up and fortune 500 companies for over 10 years in: financial planning & analysis, tax, insurance, accounting, debt financing, and treasury. Ultimately, I decided to pursue my passion, financial planning, and pivot from helping corporations plan and improve their finances to serving individuals and families. I’ve earned a Certificate of Financial Planning from Boston University, completed the Financial Planning Association Residency Program and I am a Certified Financial PlannerTM professional.

Typical Clients often fall into one of the following categories:
• In your 30’s or 40’s, you have been saving, but now it is time to look at your future and see what is possible (upgrade home, retire early, launch a business etc.) and or ensure you are on the proper retirement track.
• You are on a great career trajectory or experienced a speedy increase in salary, now with more money than you spend, you would like to invest responsibility.
• Employees who have equity with their employer (current or prior), whether it’s RSU’s, stock options or ESPP.
• Marketing, technology and retail executives at both public and private companies.

Schedule a no obligation discovery meeting HERE


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Recently Published

A Crash Course on PMI

June 8, 2020

What is PMI? Private Mortgage Insurance (PMI) is lender’s protection in the event that a home buyer defaults on their mortgage. Typically, banks require at least 20% down for a home purchase. The purpose is to ensure that if the lendee defaults on their mortgage, the bank will be able to recoup its money back. […]

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Tax-Loss Harvesting

April 15, 2020

The past several weeks have been rough for investors. However, the increased volatility and market pullback has brought an opportunity to taxable accounts: tax-loss harvesting. What is Tax-Loss Harvesting? Tax-loss harvesting is when an investor sells a security to recognize capital losses and buys a replacement security. Ideally, the replacement security helps the portfolio maintain […]

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Rise of the Health Savings Account

November 15, 2019

Over the last several years I have witnessed a rise in Employer-offered High Deductible Health Care (HDHC) plans. A Health Savings Account (HSA) typically comes hand in hand with an HDHC offering. An HSA is Similar to a Flexible Spending Account (FSA). They both provide a means to pay for medical expenses with pre-tax dollars. […]

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Ideal Clients

  • Equity Recipients (RS/RSU SOP ESPP)
  • Gen X
  • Tax Planning
  • Technology Professionals

Ways Advisor Charges

  • Monthly Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $1000 upfront + $350+/mo
  • AUM: starting at 0.95%

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