Maria Lupu, AIF®, CIMA®

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

310-205-7739

Lauren Mobley

Senior Financial Associate

310-205-7746

Amanda Sabo

Investment Associate

310-887-4443

Approach and accessibility

  • Approach – Lupu Wealth Strategies believes the investment process is a thoughtful coordination of risk tolerance, liquidity needs and service requirements centered on a deep understanding of our clients’ goals and objectives. 
  • Accessibility - Lupu Wealth Strategies provides you with a highly specialized team of credible industry professionals that is always available and accessible. We draw from the vast resources of RBC Wealth Management to provide a tailored mix of services for each relationship, from online account access to the latest industry research. 
  • Proactive communications - We speak to our clients regularly given the dynamic nature of the marketplace and the changes in our clients’ lives. On a quarterly basis, we provide a comprehensive review for each client. Our reporting is concise, accurate, timely and strives to deepen our clients’ understanding of their portfolios.
  • Depth and breadth of experience – One of the advantages you will gain from working with our team is our unique and candid perspective. Given our three decades of combined experience, we are poised to provide not only strategic investment advice but in-depth analysis and customized solutions for each of our relationships. 
  • Our clients’ success drives our success – RBC Wealth Management provides an open architecture platform to deliver non-proprietary, best-in-class solutions that allow us to fully align our clients’ interests with our own. We take pride in the tenured relationships we have with our clients, which can only be achieved through trust built upon our personal and professional commitment to success and excellence.