Martin Shapiro

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Martin Shapiro, CFP®, MSFS | Investment Advisor

Martin has been serving clients for over 30 years. After earning his bachelor’s degree in economics from UC San Diego, Martin worked in management for AT&T for a few years. He realized that his entrepreneurial spirit and strong desire to assist people were being wasted in the corporate world. In 1985 Martin became a financial advisor and was awarded 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).

Martin gives back to the community through volunteer work having served the UCSD alumni association (past President), and the UC San Diego Foundation (past Vice Chair), as well as the Arthritis Foundation, Southern Caregiver Resource Center, and the Tariq Khamisa Foundation to name a few. 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 work to get them what they want out of life.

Martin is the father of two daughters Natalie and Erica. They enjoy going to concerts together as well as hiking and backpacking. Martin also enjoys walking, yoga, basketball and tennis for exercise and reading, meditation, and watching movies for relaxation.

Strategies for Financial Independence

To schedule a time to discuss your financial future, The Retirement Formula TM, and build your financial strategy, contact us at or call us at (800) 875-1986 today!

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment options to custom suit their needs and objectives.

Have Questions for our team?

It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.

Retirement Kit

Before you can plan your retirement, you need to know the facts. Fill out the form below to request our complimentary retirement kit today.

Get access to our helpful retirement kit which includes three guides that address topics you should consider when planning your retirement.

Privacy Policy | Terms of Use

*Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.

The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.

Representative and advisory services offered through Arbor Point Advisors, LLC Richard Gigliotti, Jeremy Keating and Alexander Mele, Representatives.CA Insurance Licenses: Jeremy Keating #0E28476; Richard Gigliotti #0H83102; Alexander Mele #0H82823

Securities offered in the states of CA, TX, NY, NJ, PA, AZ, NV, MA, CO, AR, GA, IN, MS, MT, OR, TN, WA, WI, LA, FL, DE, NC, SC, MN