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., CFP®, CRPC 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 holds a Bachelor’s Degree in Finance from East Carolina University, and is presently working toward the completion of a Master’s degree in Personal Financial Planning. Oscar focuses much of his efforts advising retirees, those nearing retirement, and younger clients who will become the next generation of retirees.