Jason Shapiro, CLTC®
Wealth Management Advisor

Stella Oak Financial and Insurance Services

  • Office 818-610-7066
  • Mobile 818-203-9437

"To educate, challenge, and inspire our clients to make the right financial decisions today in order to ensure security and peace of mind in the future."

Your Future is Now

Financial success doesn't happen by chance. It has much more to do with choice. Transforming aspirations into actuality takes acumen, hard work, discipline and educated decisions.

When it comes to your financial goals, each decision you make and action you take will have a significant impact on your future financial circumstances. A good financial blueprint will lay out what you need to do today to achieve your goals tomorrow.

When it's a matter of planning for the future, realizing the need to take greater control over your financial life is the first step. Choosing someone who has the ability and resources to best address those needs is the next.

As your Financial Advisor, I will listen, clarify and help prioritize your goals and aspirations before helping you find solutions to help you achieve your vision for the future.

Woodland Hills, Santa Monica, and Bakersfield Mission Values:

Impacting Lives Today and for Future Generations!

We believe we can achieve this through our values: Intergrity, Personal Responsibility, Courage and Growth.


Largest Dividend Payout In Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history. Read more.

Retirement And Taxes: How To Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more.

A Guide To Your Finances In Your 40s

With your 40s comes competing money goals. Here’s how to manage them. See how.


To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck