About Me


Nadia Tupikina, MBA, CRPC® CLTC®

  My mission in everything I do is always to bring my best self…

I am, and will always remain, fiercely independent in my advocacy for my clients. My objective first and foremost is to make a positive difference, and I see each day as a new opportunity to enhance the lives of those I serve. This intrinsic feel for what is important in business and life in driven me for the work I do.

I am intensely curious; forever learning and striving to challenge myself. I’m able to ruthlessly prioritize goals in an effort to make sure I’m doing the most meaningful work. I am innately driven towards growth and problem solving, with an ability to embrace the grind with tenacity and grit.

I have graduate degrees in Business Administration and Law. I’ve been working in crisis management since starting my career in Russia in 1999 and founded and run several successful businesses. I moved from Russia to the USA in 2014 with my family.  I had a second chance in my life to choose my passion for my drive. After watching my parents try to navigate the retirement maze, I realized how important it is to have a trusted partner who can help answer questions and suggest the best options when you are getting ready for retirement.  That’s why I started this journey to help as many families as I can secure and protect their goals and dreams at retirement.  

So much of retirement is a guessing game…Yes, there’s definitely a place for a historical data, equations, algorithms, and spreadsheets—as long as they support your retirement life and goals, and not the other way around. 

You won’t have the retirement your parents did, and that’s mostly a good thing. You’ll likely live longer, be more active, go to more places, and spend more money.

I love what happens when people shift their mindset from working to retirement and what they love.  From saving for retirement to planning for spending. Moving from the working path to a happy retirement.

The best retirement strategies are grounded in what’s important in your life right now and in the future. With consideration, if you want to launch a new career in retirement if you want to sell your house and travel the world.  It is your If…

I view my role as Retirement Planning Counselor In its simplest form, help people connect their savings to their life. But my personalized approach to retirement planning is about so much more than that. I look at the whole person: their health, happiness, goals, dreams, and ambitions, they are needs and wants… We start with your dreams and goals, and together we create a retirement strategy you can't wait to implement.

I see how the result of my work Truly helping people – that’s when I really thrived