Lupe Camargo

Lupe has been serving individuals and families for over 20 years. A CERTIFIED FINANCIAL PLANNER™ professional, she sees her role as helping clients navigate the turning points in their lives as natural transitions, both planned and unplanned, occur. Lupe takes the time to know and understand her clients well to be a proactive and responsive thinking partner and advocate.  She is passionate about being a financial planner and takes the time to build a strong partnership with her clients. She especially enjoys the first meeting.

“I always enjoy that first meeting with a client. It is my natural curiosity about people,” Lupe spoke about her favorite part of the job. “I want that first meeting to be one where people are relaxed, and they just want to have a conversation, like a cup of coffee with a friend.”

Being a financial Planner is perfectly aligned with Lupe’s values that drive and inspire her daily life. Those values include:

1.    Being of service to others: Impacting others’ lives makes this her dream job. Her planning work is comprehensive, covering all aspects of retirement, tax planning, Social Security, healthcare & income planning.

2.    Expertise building/lifelong learner: Financial planning is ever evolving, and she thrives in an environment of continually learning and growing her expertise to support others. She has earned a bachelor’s degree from Arizona State University, an MBA from the University of Texas - Austin, the Certified Financial Planner™ certification, the Registered Social Security Analyst (RSSA®) designation, along with additional education for supporting Women in Transition, and more well-informed decisions regarding Medicare, and Equity Compensation.

3.    Wellness: Beyond the numbers, Lupe keeps her client conversations on all aspects of life that will support overall well-being and happiness. Her calm and friendly demeanor shows her clients she cares, and she works diligently to deliver an exceptional client experience.

Lupe’s strong leadership and service orientation has led her to devote her time, talent, and treasures to non-profit organizations. She currently sits on the national board of Girl Scouts of the USA. She also served as board chair of her local Girl Scout council, AZ Cactus Pine Council, and board chair for the Friends of the Tempe Public Library. Her work has been recognized by the Invest in Others (IiO)Foundation 2023 Catalyst Award Honorable Mention, ThinkAdvisor 2023 Luminaries finalist, and AZ Big Media in Leaders to Watch 2021. Click here for important disclosures about the IiO Awards.