Broker Check

Team

 

Mitchel D. Shapiro

Principal of the Firm

mitch@shapiroandlipchin.com

Mitchel D. Shapiro, CFP®, Principal of the Firm, has over 34 years of experience as a financial planner. He consults with individuals and small businesses to develop and achieve financial goals, financial...

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Jonathan Lipchin

Principal of the Firm

jon@shapiroandlipchin.com

Jonathan M. Lipchin, Principal of the Firm, has over 25 years of experience as a financial planner. He consults extensively with retirees from federal, state, and local governments. Jonathan... 

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Taylor

Office Manager/ Operations Manager

taylor@shapiroandlipchin.com

Taylor is responsible for all administrative tasks, marketing, back office support, customer service, paperwork, and compliance functions of the firm.

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