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...

Read more

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... 

Read more

Taylor

Branch 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.

Read more