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Jason Shapiro

Wealth Management Advisor - District Director - Financial Coach + Trusted Advisor - Helping Clients Build Their Legacies
Woodland Hills, California
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Jason Shapiro

Wealth Management Advisor - District Director - Financial Coach + Trusted Advisor - Helping Clients Build Their Legacies
Woodland Hills, California
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Jason Shapiro is a renowned financial and life coach, as well as a distinguished trust advisor. With years of experience in the financial industry, Shapiro possesses a range of versatile abilities that help him understand and accommodate each client's goals. He believes that the sky is the limit when the right financial planning practices are implemented, and strives to instill this confidence in his clients and his team through reliable and trustworthy leadership.

As the founder of Shapiro Financial Group, Jason and his team pride themselves on taking an unconventional approach to managing their clients' needs. They begin by spending quality time determining what matters most to their clients, and then tying those factors into their individual lifestyles through the most impactful and comprehensive measures.

Shapiro's specialties include personal financial needs analysis, estate planning, business succession, retirement savings, tax-efficient strategies, comprehensive financial planning, wealth management, and leadership and team-building. He is a Wealth Management Advisor and District Director at Northwestern Mutual and has previously worked as a Principal at WFL Financial, Finance Consultant at Troxler and Associates, and a Regional Sales Manager at Weyerhaeuser Financial Services.

Before entering the financial industry, Jason Shapiro was a former minor league baseball player for the Chicago White Sox. He studied communication at the University of California, Davis.

This public profile is provided courtesy of Clay. All information found here is in the public domain.
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This public profile is provided courtesy of Clay. All information found here is in the public domain.