Aaron Shapira

WORK HISTORY

EDUCATION

SKILLS

ABOUT AARON SHAPIRA

I’m the child of two immigrants—my mom from Singapore, my dad from Israel—who both came to the U.S. on visas to build a better life. Growing up, I saw the sacrifices global families make to create security, support children, and still care for loved ones back home.When I started my advisory practice, my first clients were two of my closest friends from India. They were thriving in their tech careers, earning well, and building beautiful families—yet the financial complexity felt overwhelming. Stock awards, high taxes, parents aging in India, decisions about whether to stay in the U.S. or return home one day… even with success, uncertainty lingered.I recognized the same pressures I witnessed in my own family: the weight of responsibility across borders, the desire to do right by everyone you love, and the struggle to truly enjoy what you’ve worked for. So I dedicated my work to learning the U.S.–India tax treaty, equity compensation structures, visa-specific planning considerations—everything most advisors never touch.Over time, I’ve seen the transformation clarity creates. When families understand their full financial picture and have a plan for the many paths life may take—whether retiring in the U.S, moving back to India, changing companies, or navigating the unexpected—they begin to live differently. They spend with confidence, pursue dreams they once delayed, and shift from scarcity to freedom.Today, I have built a team that guides established Indian-origin tech families across the U.S. with planning designed for their global realities. My goal is simple: help you move from anxiety to assurance, honoring your responsibilities while giving you permission to live fully. Send a message or book a short introduction call to see how clarity can change