Client Stories

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.

-Alex

 


 

Henry’s amazing financial advice, combined with the ability to thrive on my husband’s income, changed our lives.

Our relationship with Henry Zupko goes way back. My husband had been working with Henry before we got married, so we joke that Henry was part of my husband’s dowry to me. Henry and his wife were at our wedding back in the 1980s and now our sons work with his son-in-law. We never considered working with anyone else!

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!

Jae

 


 

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. (And they actually get back to you!) You won’t be sorry! We have been with Tranquility Path Investment for several years now, and it’s one of the best decisions we’ve ever made.

-Linda

 


 

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.

-Diane & Mike

 


 

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.

-Ben