Martin Shapiro

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Meet Our Experienced Professionals

Meet Martin Shapiro,

Financial Advisor, CFP®, MSFS, CLU, ChFC®


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.

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.

Meet Amy Warner,

Operations Manager


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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