Jason H Shapiro, CLTC

Wealth Management Advisor

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

Team Mission

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.
 
 

Our Strength is Your Strength

For more than 160 years, we’ve been there for people when they need us most, through all economic conditions. We’re pleased to announce that 2017 was another strong year. Read more.

If you live for it, we’ll help you plan for it.

See what our version of financial planning looks like.

Learn More

Good News for Our Clients

In 2018, we expect to again lead the industry in total dividends paid to our clients. Read more.

 

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