Our Team
How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Our team works closely with other tax, insurance, and estate planning attorneys to add knowledge, experience, and perspective to all we do and to provide increased benefits to our clients.
Meet Our Team
Frank Lupu
Phone: 208-297-3531
Email: frank.lupu@lupufinancial.com
Frank began his career in the insurance industry with Washington Mutual Bank in 1999 being trained by Wall Street and the big brokerage houses and big insurance companies that had since lost its way. For over 200 years of history in the United States, the wealthy, the elite, the politicians, and the middle class have used dividend paying their whole life as the foundation of one’s financial well-being, to warehouse their wealth and savings, and to protect family. It wasn’t until the late 1970s when Wall Street created new investment vehicles such as universal life, annuities, 401Ks and IRAs, to earn fees and profit their shareholders. As an Infinite Banking Concept authorized practitioner and Bank on Yourself provider, Frank helps individuals, families, and business owners to secure their financial freedom and to warehouse their wealth in the safest and best place possible.
Edith Lupu
Director of Marketing
Phone: 208-297-3531
