Jason Shapiro helps clients achieve their goals and live their best lives.
Written byLaura L. Watts
Photographed byShane O’Donnell
Building custom financial plans tailored to each client’s unique needs is the obvious service Jason Shapiro provides as a wealth management advisor at Northwestern Mutual. But behind the scenes, the true value Jason adds is that of being a trusted partner—not just in business but on a personal level as well. That may mean enjoying dinner or a round of golf together or supporting clients’ philanthropic endeavors.
Jason gets to know clients and their families, employees and businesses so he can serve as a trusted resource and help with making important decisions. “Financial success doesn’t happen by chance; it has much more to do with choice,” he says. “Transforming dreams into reality takes acumen, hard work, discipline and strategic financial planning.”
Jason’s career journey began with a brief stint in professional baseball. After working in the mortgage lending business for more than 13 years, he transitioned to wealth management 12 years ago. He has been married for 21 years and has two daughters.
“I have found my passion for building long-term relationships with clients—working with them to develop strategies that help them achieve financial success,” he shares. “There is nothing better than receiving a thank-you message from a client who is able to retire early or is able to care for a loved one without financial burden because of the planning work I’ve done with them.”
As district director for Northwestern Mutual’s Woodland Hills office, Jason helps new team members build a successful financial planning practice through mentorship and development coaching. He also gives back through nonprofit organizations including Alex’s Lemonade Stand Foundation and the Tower Cancer Research Foundation.
“A client is more than just a client to us!” says Jason, who is proud of Northwestern Mutual’s strong foundation of 163 years in the industry. “We help them fulfill their lifelong hopes and dreams.”