Michael Schupak, CFP® Schupak Financial Advisors

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About Michael Schupak, CFP®

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

Costly Tax Return Mistakes and Oversights

January 30, 2019

As a financial advisor who provides holistic, comprehensive financial planning, I’m often reviewing tax returns and completing tax forecasts. Below are a few costly mistakes and oversights I’ve witnessed throughout the years. 1) Rental property is not being depreciated.It is not a requirement to depreciate rental property. However, a complication comes into play when one […]

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Cash is NOT King

October 18, 2018

“Okay, so you’ve got a car, that don’t impress me much,” Shania Twain. Many of us have witnessed it. That couple with the huge house, nice car and latest electronics. Then one day, the gig is up. The car is repossessed and the house is foreclosed. Sometimes they see it coming, and other times they […]

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WAIT… Don’t Prepay Property Taxes Yet!

December 29, 2017

Don’t prepay your property taxes until you read this! As a financial advisor and CFP® Practioner I’ve had numerous discussions in the past few weeks about prepaying 2018 property taxes in 2017. Time is running out, this strategy is picking up steam and homeowners are practically sprinting to their city hall office. Not so fast. […]

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Ideal Clients

  • Business Executives
  • Female Executives
  • Gen X
  • Technology Professionals

Ways Advisor Charges

  • Monthly Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $1000 upfront + $200+ per month
  • AUM: starting at .95%

SEC Records

States Registered

  • New Jersey
  • New York
  • Texas

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