Category: Team Info

Why I Became a Financial Advisor By Oscar Casas, CFP®, CRPC®, MPAS®, ABFP℠  Most people have at least one skill that comes easy to them, something they are born with or innately understand. For me, that skill is finance. I used to believe that understanding finances and managing money was common knowledge, but through the experiences of friends and family, I learned this is not always the case.  My father passed away at the young age of 56 years old. Among other factors, financial stress had taken a significant toll on him. I saw through my father’s experience how money …

Why I Started Tranquility Path Investment Advisors, LLC By Henry Zupko, MBA, CFP® When you think of your retirement, what images come to mind? Do you imagine white, sandy beaches and sunshine, spending all day in your garden or working on house projects, traveling around the world, spending time with your grandkids, or maybe enjoying a round of golf or spending time on your favorite hobby? While everyone’s vision for their retirement years will look different, most people would say they want this time to be peaceful and carefree, as much as possible, with the ability to choose how they …