Who Were Are
HENRY M. ZUPKO, JR., MBA, CFP®
Henry M. Zupko, Jr., MBA, CFP® is the Founder and President of Tranquility Path Investment Advisors, LLC, and serves as the firm’s lead Investment Advisor Representative. Henry has over 30 years of practical experience advising retirees, individuals close to retirement, and those still in the workforce who have recently moved on from their current employment position.
Henry earned his Certified Financial Planner (CFP®) designation in 1990, and holds an MBA from the University of Massachusetts and a BS in Electrical Engineering from the New Jersey Institute of Technology.
OSCAR J. CASAS JR., CFP®, CRPC
Oscar J. Casas, Jr., MS, CFP® is the Chief Executive Officer of Tranquility Path Investment Advisors. He has served the firm’s clients as an Investment Advisor Representative since 2012. Oscar has 10 years of practical experience advising retirees, those nearing retirement, and younger clients who will become the next generation of retirees. Oscar earned his Certified Financial Planner (CFP®) designation in 2020, and holds an MS in Personal Financial Planning and a BS in Finance. Oscar holds additional designations including Chartered Retirement Planning Counselor (CRPCTM), Master Planner Advanced Studies (MPASTM), and Accredited Behavioral Finance Professional (ABFPTM).