Martin Shapiro Financial Services’s philosophy is based on honesty and transparency. We expect our team to earn your confidence through collaboration, to help empower you to make informed decisions based on your unique situation.
We’re dedicated to helping you protect and grow your retirement income through innovative strategies designed to meet your objectives and goals. We hope to create long-lasting relationships you can depend on and feel confident in.
Martin Shapiro Financial Services brings 34+ of experience in retirement planning, and we’re eager to help prepare you for your financial future, which can make all the difference to you and your loved ones later on.
Let’s start a conversation and see how we can be of service to help preserve and potentially grow your wealth.
We’re dedicated to helping you protect and grow your retirement income through innovative strategies designed to meet your objectives and goals. We hope to create long-lasting relationships you can depend on and feel confident in.
Martin Shapiro Financial Services brings 34+ of experience in retirement planning, and we’re eager to help prepare you for your financial future, which can make all the difference to you and your loved ones later on.
Let’s start a conversation and see how we can be of service to help preserve and potentially grow your wealth.
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Meet Martin Shapiro,
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Martin Shapiro has been serving clients for 30+ years. After earning his bachelor’s degree in economics from UC San Diego, Martin worked in management for AT&T. There he realized that his entrepreneurial spirit and strong desire to assist people were being wasted in the corporate world.
So in 1985, Martin became a financial advisor and earned the CFP® (Certified Financial Planner) designation in 1992. Martin has a passion for learning and continued his education through The American College. He earned professional designations as a Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC®) on the way to getting his master’s degree in financial services (MSFS) in 2001.
Martin gives back to the community through volunteer work having served the UCSD Alumni Association as its past president and the UC San Diego Foundation as past vice chair, as well as the Arthritis Foundation, Southern Caregiver Resource Center and the Tariq Khamisa Foundation.
Martin takes an educational approach to working with his clients and nothing excites him more than seeing “the light come on” in his clients’ eyes when they understand (maybe for the first time!) how their finances can work to get them what they want out of life.
Martin is married to the love of his life, Monica and is the proud father of two daughters, Natalie and Erica. They enjoy going to concerts together as well as hiking and backpacking. Martin also enjoys walking, yoga, basketball and tennis for exercise and reading, meditation and watching movies for relaxation.
So in 1985, Martin became a financial advisor and earned the CFP® (Certified Financial Planner) designation in 1992. Martin has a passion for learning and continued his education through The American College. He earned professional designations as a Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC®) on the way to getting his master’s degree in financial services (MSFS) in 2001.
Martin gives back to the community through volunteer work having served the UCSD Alumni Association as its past president and the UC San Diego Foundation as past vice chair, as well as the Arthritis Foundation, Southern Caregiver Resource Center and the Tariq Khamisa Foundation.
Martin takes an educational approach to working with his clients and nothing excites him more than seeing “the light come on” in his clients’ eyes when they understand (maybe for the first time!) how their finances can work to get them what they want out of life.
Martin is married to the love of his life, Monica and is the proud father of two daughters, Natalie and Erica. They enjoy going to concerts together as well as hiking and backpacking. Martin also enjoys walking, yoga, basketball and tennis for exercise and reading, meditation and watching movies for relaxation.
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Meet Amy Warner,
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Amy has been in the financial planning industry for over 18 years. She has worked with MassMutual, Foothill Securities, Securities America and Woodbury Financial Services. Amy excels at getting things right the first time and loves interacting with clients to make sure everyone stays happy. She married her high school sweetheart, Mike, and they have a teenage daughter, Skyler.
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