Rick Shapiro (CFP®, CMFC, CPA/PFS, MST)

Rick Shapiro focuses in the
following client markets or areas of practice:

Divorce Planning

Estate & Generational Planning Issues

High Net Worth Client Needs

Investment Advice with Ongoing Management

Retirement Planning & Distribution Rules

Tax Planning

Planning Specialties

(Please see information above re specialty practice areas)

Additional Information

In conjunction with his financial planning practice, Mr. Shapiro has been a tax-specialist Certified Public Accountant (CPA) since November 1985 . He earned a Master's Degree in Taxation (MST, as indicated above) in May of 1991.

Mr. Shapiro began to offer Personal Financial Planning services in 1992 after extensive study and training in a comprehensive program by the American Institute of CPA's (AICPA); and was certified as a Personal Financial Specialist (CPA/PFS, a CPA-only designation awarded by the AICPA) and as a Certified Financial Planner (CFP) in 1996.