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.
Oscar J. Casas, Jr. has served the firm’s clients as an Investment Advisory Representative since 2012. Oscar holds a Bachelor’s Degree in Finance from East Carolina University, and is presently working toward the completion of his Certified Financial Planner ™ designation. Oscar focuses much of his efforts advising and educating millennials, Gen X’rs, and the adult children of many of the firm’s clients, who will someday become the next generation of retirees.