Martin Shapiro
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Our Focus Is
Always on You

​Martin Shapiro Financial Services 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 36+ years 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.
Martin Shapiro Financial Advisor

​Meet Martin Shapiro,
​Financial Advisor, CFP®, MSFS, CLU, ChFC®
[email protected]

​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.

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​Meet John Wright,
[email protected]

Johnny graduated with a business degree from the University of Mississippi in 2012.  He has worked in the insurance business and managing a variety of small businesses. He is married to Martin’s daughter Natalie and they are expecting a daughter in spring of ‘21. He is an avid fly fisherman and musician. 

Amy Warner - Operations Manager

​Meet Amy Warner,
Operations Manager
[email protected]

​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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Martin Shapiro Financial Services - As Seen On TV

Martin Shapiro Financial Services
[email protected]
CA License #​0681852​
​
​Local: 858.573.1680
Toll-Free: 800.956.4782

500 N. State College Blvd. Suite 1100
Orange, CA 92868
Martin Shapiro Financial Services - Realize | Retire | Relax
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Martin Shapiro Financial Services and Martin Shapiro offer Investment advice through Redwood Private Wealth, 3930 E. Ray Road, Suite 155, Phoenix, AZ 85044 (“Redwood”). Redwood is an investment adviser registered with the Securities and Exchange Commission (“SEC”). Registration with the SEC should not be construed to imply that the SEC has approved or endorsed qualifications or the services Redwood offers, or that its personnel possess a particular level of skill, expertise or training. Insurance
products are offered through Martin Shapiro Insurance. Important information and disclosures related to Redwood are available at https://redwoodprivatewealth.com. Additional information pertaining to Martin Shapiro and/or Redwood’s registration status, its business operations, services and fees and its current written disclosure statement is available on the SEC’s Investment Adviser public website at https://www.adviserinfo.sec.gov/. - click here for full disclosures.

​Licensed Insurance Professional.  We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This website has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. Investing involves risk, including the loss of principal.  No Investment strategy can guarantee a profit or protect against loss in a period of declining values.  Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products.  Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.
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PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. ​18807 - 2019/4/23
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