My Mission: To Help You Invest and Grow Your Money Like Warren Buffett.
Staunch Advocate of Financial Planning and Awareness
If you are thinking about your financial future and what it may look like –
And you are uncertain what the answers may be or doubtful as to whether the financial future you envision is even attainable, perhaps because you feel –
Then my services will benefit you. I will listen carefully and help you identify the elements you want in your financial future and those that will likely be part of it regardless of your desires. We will then figure out the means by which you can achieve your financial future. Once you have a plan, I will help you carry it out and I will provide you guidance along the way. If you should stray from your plan or find that you must change it, I will be there to help you get back on course or to revise your plan as necessary.
Who am I and why do I want to help you? My name is Alex Cupi and I truly enjoy what I do. I have a passion for reading and understanding investment information, and I get great pleasure helping others realize their financial potential. When I arrived in the U.S. in 2005 from Albania, I was amazed by the tremendous wealth of the country and what appeared to be boundless financial opportunity for everyone who lives here. While working nights as a janitor polishing floors at Winn-Dixie stores, I took finance and accounting courses during the day. The courses I took sparked my interest in reading the books of legendary investors such as Warren Buffett, Philip Fisher and John Templeton, all of whom made vast fortunes in equity investments. I have since studied and obtained a Series 65 license with FINRA and I am registered with the State of Arizona as an Investment Advisor Representative.
How is my investing approach different from that of other financial advisors? Most financial advisors work for big Wall Street firms, the names of which I am sure you know. The Wall Street firms spend millions of dollars developing investment products for their various customer-group profiles and those products are then recommended if not pushed upon their customers. While you may not know it, the Wall Street firms often direct you into their recommended products as a herd and you come out of them as a herd. For the privilege of participating (and so they can develop and market the next fabulous product), you get to pay outrageous fees. In the end, if your experience is like many others, you find that the return you receive is well below the return you expected.
My approach is very different. If it appears after reviewing your present financial situation and goals that equity investments are appropriate for you, I will use the fundamental principles applied by the legendary investors to identify well-established companies for your consideration. Companies that I recommend will not be for short-term flips; they will be acquired for the long term, at fair prices, with the aim of minimizing taxes and transaction costs. With my approach, we will build a diversified portfolio of great companies and let the power of compounding do its magic. This is how the legendary investors built their wealth and it is how I will help you build yours.
If you are at a point in your life that equities are not where you want your money invested in but are looking for Tax Free Retirement Income, Fixed Income Stream, Life Insurance Planning, Transfer Wealth to your heirs or need Long Term Care Insurance then I will help you put together a plan that addresses all of your financial concerns. I work with some of best rated insurance companies that have some great products and are in a very good financial condition.