Our mission….
To ensure that the lives and well-being of our clients are positively impacted by offering sound financial advice that enables sound decision making. Each day we strive to build relationships with our clients based on personal attention via effective delivery of knowledgeable, honest, comprehensive financial planning advice.
When looking for the best approach to investment management and financial planning, you are in good hands with Stuart R. Shapiro, CPA/PFS. Stuart has spent decades devoting himself to providing you and your loved ones with the advice and guidance you deserve.
A full service financial adviser and experienced accountant, Stuart’s comprehensive, client-focused approach to financial planning ensures that the recommended investment strategy encompasses each client’s financial goals, time frames and risk tolerance. Specializing in investment analysis, Stuart works closely with clients to develop customized financial strategies that incorporate aspects of wealth management such as asset allocation, financial management, retirement planning, college planning and succession planning.
At the heart of what he does is his passion for helping people, whether it’s planning for retirement or college expenses. In addition to developing a custom financial strategy for each client, Stuart conducts regular meetings with clients to review performance, reconfirm financial goals and make adjustments as economic or lifestyle conditions warrant.
Shapiro Financial Planning Group is a Registered Investment Adviser and Stuart is a member of the American Institute of Certified Public Accountants (AICPA) and New York State Society of Certified Public Accountants (NYSSCPA). Currently Stuart is a co-chair of the Estate and Personal Financial Planning Committee of the NYSSPCA’s Nassau Chapter and also participates regularly in other committees of the Nassau Chapter.
Professional designations of the Shapiro Financial Planning Group include:
- AAMS – Accredited Asset Management Specialist
- ABV – Accredited in Business Valuations
- CFP – Certified Financial Planner
- CHFC – Chartered Financial Counsultant
- CKP – Certified 401(K) Professional Designation
- CLTC – Certified in Long-Term Care
- CLU – Chartered Life Underwriter
- CMFC – Chartered Mutual Fund Consultant
- CPA – Certified Public Accountant
- CRPC – Chartered Retirement Planning Counselor
- CVA – Certified Valuation Analyst
- LUTCF – Life Underwriters Training Council Fellow