About
Your Partner in Tranquil Planning
Retirement is a time for relaxation and enjoyment, not worry and stress. At Tranquility Path Investment Advisors, our goal is to help you feel confident about your retirement plan, so you can focus on the things most important to you. Our unique approach to retirement planning is based on academic and Nobel Prize-winning strategies, specifically tailored to meet the needs of pre-retirees, retirees, and those recently leaving full-time employment. We specialize in the distribution phase of financial life and provide custom strategies to support your personal and family needs for years to come.
As fee-based, independent fiduciaries, we always prioritize your needs and goals. We work to earn your trust and comfort with our solutions and gently guide you through the process, demonstrating genuine care for your situation. Our approach involves educating you so you not only walk away with a solid retirement plan, but you understand what we’re doing and why. We’ll be your true partner on your financial journey toward a peaceful retirement.
Our Investment Philosophy
Guiding you toward financial empowerment.
At Tranquility Path, we take a different approach to retirement income planning, based on scientific research. We believe in very strong diversification among asset classes and low-cost investment vehicles, rather than chasing yesterday’s winners or trying to time the market. Our strategies are designed to provide reliable cash flow in retirement, so our clients can enjoy a peaceful, tranquil retirement. With our guidance, clients can feel confident they have a solid retirement income plan with a path toward financial security.
Meet Our Team
Industry experts with a heart of gold.
Henry Zupko
MBA, CFP®
Henry Zupko is Founder and President at Tranquility Path Investment Advisors, LLC, an independent Registered Investment Advisor firm dedicated to putting their clients first, always. With over 35 years of experience, Henry sets the direction of the firm, manages, and in many cases personally interacts with clients to help develop financial strategies that set them on a tranquil retirement path. He is passionate about being a trusted partner to his clients, developing long-lasting relationships so he can guide them through life’s milestones, twists, and turns. In all he does, Henry strives to make a positive impact on others and help change their lives for the better.
Henry is a CERTIFIED FINANCIAL PLANNER™ professional and holds an MBA from the University of Massachusetts and a bachelor’s degree in electrical engineering from the New Jersey Institute of Technology. Henry is a proud Eagle Scout who loves traveling the world and spoiling his grandchildren.
Oscar Casas
CFP®, CRPC®, MPAS®, ABFP℠
Oscar Casas is the Chief Executive Officer at Tranquility Path Investment Advisors, an independent Registered Investment Advisor firm dedicated to putting their clients first, always. Oscar has over a decade of experience helping clients plan for a confident retirement. He is known for being an empathetic and compassionate listener and for prioritizing his clients’ needs and goals above all else. He acts as a coach, advising his pre-retiree and retiree clients through all the ups and downs on their financial journey. He loves that he has the opportunity to make a difference in people’s lives and take some of the stress off their shoulders.
Oscar has a bachelor’s degree in finance, a master’s degree in personal financial planning, and is a CERTIFIED FINANCIAL PLANNER™ professional, Chartered Retirement Planning Counselor℠, Master Planner Advanced Studies℠ and Accredited Behavioral Finance Professional℠. When he’s not working, you can find him enjoying the outdoors with his three children. He is an avid tennis player who also loves golf, the beach, snowboarding, traveling, and volunteering with the Scouts.
Maripat Zupko
BA
Maripat Zupko serves as the Executive Vice President for Administration at Tranquility Path. She is responsible for the overall management of client communications, web and social media presence, Private Investor Education events, and all similar activities. Maripat holds a bachelor’s degree from Georgian Court University and was previously an elementary school teacher.
Our Client Stories
I always recommend Oscar as he’s very knowledgeable and helps ease your worries about the future.
When my wife and I decided to have kids, we knew we needed to enlist the help of a financial advisor. One of my patients highly recommended Oscar Casas at Tranquility Path Investment Advisors, and since partnering, he has helped me plan for retirement and understand my risk tolerance. When I have questions, he always gets back to me, and he helps me understand my options so I feel confident I’m making the best decision. I always recommend Oscar as he’s very knowledgeable and helps ease your worries about the future.
We have been with Tranquility Path Investment for several years now, and it’s one of the best decisions we’ve ever made.
I had recently retired and was at a complete loss as to what to do with my small retirement funds. My husband and I were introduced to Henry Zupko and his wife by close friends of ours, and we shared a table with them at an event we attended. Henry was gracious and professional, and so we made our first appointment to see him. Through our partnership, we watched our investments grow, which has allowed us to do so many more things that I previously could only dream of, like extensive traveling. Please do yourself a favor and make an appointment with Tranquility; they’re professional, courteous, and easy to work with. They never pressure—just great advice. We have been with Tranquility Path Investment for several years now, and it’s one of the best decisions we’ve ever made.
Henry’s amazing financial advice, combined with the ability to thrive on my husband’s income, changed our lives.
Because of Henry’s expertise, I was able to retire from a very stressful career as a physician in order to volunteer as a health and education advocate while being available when our youngest child had special needs. Henry’s amazing financial advice, combined with the ability to thrive on my husband’s income, changed our lives. My youngest is now in his fifth year of his Ph.D. at age 23 and has also partnered with Tranquility Path as his financial advisor. Henry has been so helpful that we have referred many others to him. We moved to Washington State over 20 years ago, and Tranquility Path was able to continue advising us, our friends, and the next generation. Henry’s ethics and effectiveness are what had us working with him in the first place and what keep us working with him. We appreciate the comfort and confidence Henry and his team give us during and despite terribly uncertain times!
The best benefit of partnering with Henry has been his ease of accessibility and his ability to handle our needs in a timely manner.
We decided to seek the help of a new financial advisor when we felt our advisor at the time wasn’t providing adequate or reliable information so that we could retire. Based on a recommendation from our lawyer, we reached out to Henry Zupko. Henry has helped us maintain a budget so we can be comfortable while also traveling and pursuing our hobbies and interests. We’ve recommended Henry to several people, sharing how professional, personable, and astute with financial matters he is—and they’ve all been very pleased with the recommendation. The best benefit of partnering with Henry has been his ease of accessibility and his ability to handle our needs in a timely manner.
More than anything else, partnering with Oscar and Tranquility Path has given me peace and confidence regarding my future.
When I first started out in my career, I realized I had meaningful questions about retirement planning, tax benefits, and life insurance needs. I decided to seek the help of a financial advisor to get answers to those questions. Oscar Casas and Tranquility Path were recommended to me by a trusted mentor who had worked with the team for decades, so I reached out. After ending a long tenure growing my retirement at one company, Oscar helped me roll over and optimize my nest egg so it could grow safely and quickly based on my risk tolerance and time window. I have recommended Oscar and Tranquility Path to everyone—my friends, coworkers, and family. All of them are glad to have an educational and patient advisor in their corner, and very happy with the fee structure compared to other advisors they’ve spoken with. More than anything else, partnering with Oscar and Tranquility Path has given me peace and confidence regarding my future.
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