Our Focus Is
Always on You
Does your financial plan account for life’s twists and turns?
Life rarely follows a straight line. Financial planning usually isn’t as simple as moving your money from point A to point B. What you have on paper and what happens doesn’t always match up. Market dips, unexpected expenses and changing family needs can often throw your carefully laid plans off course.
Meet Our Experienced Professionals
Martin Shapiro has been serving clients for 35+ 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 its past vice chair, as well as the Arthritis Foundation, the 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 golf, walking, yoga, basketball, and tennis for exercise and reading, meditation, and watching movies for relaxation.recusandae. here
Meet John Wright,
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 and they were blessed with a baby girl in 2021, Martin's first grandchild. He is an avid fly fisherman and musician, but most of all he loves being a Dad.
Amy has been in the financial planning industry for over 26 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 daughter, Skyler and two grandchildren.
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Financial Planning
Martin Shapiro Financial Services
CA Insurance License #0681852
Contact Information
Phone:
Local: 858.573.1680
Toll-Free:800.956.4782
E-mail:
1315 Culbreth Dr. Suite 414 Wilmington, NC 28405
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 Brookwood Investment Group, LLC, 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/ .
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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