Thomas Zupancic

Thomas Zupancic As a Financial Consultant with Equitable Advisors, I am dedicated to helping my clients build a secure financial future. Equal Opportunity Employer – M/F/D/V.

With a wide range of solutions available to us, we can construct a plan to manage risk while protecting your families assets. NOTE – All Facebook Messenger, e-mail and other electronic individual and group communications sent to and received from this page are subject to capture, review and archive by Equitable Advisors, LLC and to possible production upon regulator request for review. Li

nks to third-party media articles and/or websites are for general information purposes only and do not constitute an offer or solicitation of any kind. They are not intended, and should not be relied upon, as insurance, investment or financial advice. No representation as to the accuracy or completeness of any statements, statistics, data, opinions, forecasts, or predictions provided in any third-party article and/or website content is intended or should be inferred.Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN) and offer investment advisory products and services through Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance, including those of Equitable Financial Life Insurance Company (NY, NY) (Equitable Financial) and Equitable Financial Life Insurance Company of America (Equitable America) (an AZ stock company with main administrative office in Jersey City, NJ) respectively, through Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC, in CA; Equitable Network Insurance Agency of Utah, LLC, in UT; Equitable Network of Puerto Rico, LLC, in PR). All companies are affiliated and do not provide tax or legal advice. For financial professionals conducting business in the state of New York who hold one or more of the following designations and title respectively, please see Important Information & Disclosures in the link below: CASL, RICP, CRPC, RETIREMENT PLANNING SPECIALIST title. Important Information & Disclosures: http://bit.ly/2f98X9d
CA Ins Lic. # 4274512

Opportunities arise. Families grow. Priorities shift. A well-structured financial plan gives you the flexibility to acce...
06/02/2026

Opportunities arise. Families grow. Priorities shift.

A well-structured financial plan gives you the flexibility to access funds when you need them — without creating unnecessary tax consequences. That’s the power of asset location: building in flexibility from the start. See how it works at https://portal.equitable.com/appentry/EDoxRedirect?node_id=A2026030900002.

What do you love to spend money on? Why? I believe a sound financial plan includes enjoying the things that interest and...
05/27/2026

What do you love to spend money on? Why?

I believe a sound financial plan includes enjoying the things that interest and excite you. As a Credentialed Holistic Financial Coach, we can work together to create a plan inclusive of all the things that bring you joy.

What exciting goal are you working to achieve right now?As a Credentialed Holistic Financial Coach, it’s important for m...
05/13/2026

What exciting goal are you working to achieve right now?

As a Credentialed Holistic Financial Coach, it’s important for me to understand my clients’ values, goals, and priorities in order to co-create financial plans that truly align with their needs and desires. By taking a holistic approach, I’m able to address not just their financial concerns, but also the emotional and psychological aspects that often play a big role in financial decision making.

What does your ideal retirement look like? As a Credentialed Holistic Financial Coach through Columbia University, I wor...
05/06/2026

What does your ideal retirement look like?

As a Credentialed Holistic Financial Coach through Columbia University, I work with clients to design financial plans that help them get from where they are to where they want to be. Beyond just financial guidance, I help my clients create the habits and behaviors that make their dreams a reality.

Your hard-earned investments deserve protection. From creating tax efficient strategies to safeguarding against risks,  ...
04/22/2026

Your hard-earned investments deserve protection. From creating tax efficient strategies to safeguarding against risks, investment protection is a crucial part of financial and retirement planning. A strong plan helps ensure your savings, security, and legacy are protected for the future. Contact me and let’s build your strategy today!

As a new year begins, we're inspired by the progress we've made together and are excited for what's ahead, Happy New Yea...
12/30/2025

As a new year begins, we're inspired by the progress we've made together and are excited for what's ahead, Happy New Year!

Happy Holidays! We wish you and your family joy and happiness.
12/22/2025

Happy Holidays! We wish you and your family joy and happiness.

Wishing you a day filled with gratitude this Thanksgiving!
11/28/2025

Wishing you a day filled with gratitude this Thanksgiving!

Today we honor the courage and commitment of our nation's veterans. Thank you for your service!
11/11/2025

Today we honor the courage and commitment of
our nation's veterans. Thank you for your service!

Address

Woodbridge, NJ
07095

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