Mitchel D. Shapiro
Principal of the Firm
Mitchel D. Shapiro, CFP®, President of Shapiro and Lipchin Wealth Management, LLC, has over 34 years of experience as a financial planner. He consults with individuals and small businesses to develop and pursue financial goals, financial security and financial independence.
Mitchel tailors financial plans on an individual basis. As an Investment Advisor Representative with Cetera Advisors, LLC., he has access to a wide array of investment offerings. Additionally, he is a licensed life, accident, and health insurance agent. This enables him to secure appropriate coverage to protect their financial and retirement plans.
Mitchel graduated from The George Washington University with a Bachelor`s of Business Administration in Finance in 1981. He has been a Certified Financial Planner, (CFP®) since 1983.
He has served on the boards of various charitable and professional organizations. He is also active in the Financial Planning Association, and the Financial Services Institute.