Martin A. Shapiro, CFP®, MSFS 

Check the background of this investment professional on FINRA's Broker Check

Helping You Climb to New Heights... 

There are those who simply seem to live more.  They approach life with a signature attitude—a passion and drive to succeed.  Their vitality and seize-the-day approach pervades every action they take and inspires every life they touch.

A True Standout . . .

Among the motivated is an experienced professional, Martin Shapiro.  Martin embraces life and lives each moment to the fullest.  He believes that his attitude—his approach to life—determines the altitude of his achievements.

Making a Difference . . .

Martin’s refreshing philosophy has made a tangible difference for leading professionals, business owners and educators.  Martin strives to be a trusted financial advisor and is committed to helping his clients with all their financial decisions.  As a registered representative and investment advisor representative of Woodbury Financial Services, Inc., respectively, Martin is able to offer a wide variety of financial products and services on a fee or commission basis.

A Professional Who Cares . . .

While building and strengthening relationships since 1985, Martin has provided his clients with complete long-term strategies, fee-based financial plans and insurance.  He is a caring professional who consistently goes out of his way to make a difference in the lives of his clients.

Putting You First . . .

A graduate of UC San Diego, Martin has run his business around his philosophy that the success and happiness of his clients determine the success of his company.  He tailors comprehensive financial plans around their needs, and frees them to spend more time with their families and to pursue their careers.

 Discover New Altitudes . . .

Know that you can count on Martin for all of your financial needs.  He is an understanding professional who is a trusted friend and an educated financial advisor.