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.
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Advisory services offered through Securities America Advisors, Inc. Martin Shapiro, 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; Martin Shapiro #0681852
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