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.



 

NAPFA Start Date

September 17, 2007

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This Office

998 Farmington Ave Ste 202 West Hartford, CT 06107-2184 Phone: (860) 232-4121 Fax: (860) 232-4111