Carol Lupo

Carol Lupo

  • CIMA
  • First Vice President

Not all my friends are clients, but all my clients are friends. 

Knowing and understanding my clients’ needs drives the relationship beyond those usually shared between professionals and their clients. I am proud to be one of the first people my friends and clients call when they have a concern, whether it is financial or personal. I want to be by their sides as they navigate challenges and to share their happiness when life is good. The goal is for my advice to make a difference in how clients feel about their finances, and in turn how their finances affect their lives. 

For more decades than I’d like to admit I’ve watched the markets struggle and soar, doing it again and again. I am more than acquainted with long-term investing and short-term angst. These experiences have formed my approach to market fluctuations and client advice. Everyone’s plan is custom and personal, just like every relationship.

Professionally, I am very proud of my Certified Investment Management Analyst® certification from the Investments & Wealth Institute in conjunction with the Wharton School of Business. As the founder of the Cherry Hill office of The Princeton Group, I am excited to bring our highly focused service model to southern New Jersey. When not in the office,  I am an adoring Loopy to Harlee and Izzy, proud wife to Jon and committed Lion of Judah in the Jewish community. 

If you are interested in learning how I work with clients and  are wondering if I would be a good fit for you, your family or your company retirement plan, please reach out to me at [email protected] or by phone at 856-452-7100.