Jason H Shapiro, CLTC

Wealth Management Advisor

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

Personal

I started with Northwestern Mutual in January of 2008. My hard work ethic and dedication has made me one of the top advisors in the company.

Our team specializes in working with well established families and business owners -helping them to achieve their financial goals with an emphasis on creating tax efficiency both today and in the future.

After completing my degree in communications from the University California-Davis, I played minor league baseball for 2 years, finishing with the Chicago White Sox. Following my brief professional baseball career, I spent 13 years, first as an employee and then as a business owner in the mortgage lending industry.

I am most proud of my relationship with my family. I have  been married to Felicia since 1999 and we have 2 daughters, Jordyn and Kayla. I enjoyed coaching their softball teams and watching their dance performances. My family is passionate about vacationing in the snow of Tahoe and on the beaches of Maui. I spend my free time golfing and volunteering with a number of organizations.

 

 

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