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
- 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
Visit Website
Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.