Ira M. Shapiro

Wealth Advisor

Role: Wealth Advisor at Focalpoint Wealth Management
Location: Phoenix, AZ, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Ira M. Shapiro

For over 33 years I have used my experience in finance to construct investment portfolios for individual investors; including Retirement Planning, 401(k) Distribution Education, Tax Advantaged Investments & Tax Reduction Strategies. I concentrate my efforts on helping individuals prepare for retirement, and help those already retired with their income strategy.

Experience

Wealth Advisor
Focalpoint Wealth Management
Jun 2024 — Present · US

Education

Omaha Westside
H.S. Diploma, Business Administration with Emphasis in Finance
1978 — 1982
University of Nebraska-Lincoln
B.S., Business Admin - Finance
1982 — 1986

Skills

Investment Strategies
Alternative Investments
Private Equity
Credit
Financial Modeling
401k Rollovers
Tax
Wealth Management Services
Estate Tax Planning
Disability Insurance
College Savings Plans
Retirement
Strategic Financial Planning
Long-Term Care
Financial Analysis
Asset Allocation
Mutual Funds
Saving for Education
Risk Management
Term Life Insurance
Relationship Management
Small Business
401(K) Retirement Savings Plans
Wealth
Asset Management
Retirement Planning
Finra
Portfolio Management
401k
Life Insurance
Finance
Insurance
Leadership
Wealth Management
529 Plans
Financial Advisory
Uniform Combined State Law
Equities
Financial Planning
Mortgage Lending

Contact information

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Work email
•••••@focalpointwealth.com
Personal email
•••••@•••••.com
Direct dial
+14•••••••96

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Current company

Focalpoint Wealth Management

Financial Services · 7 employees · Founded 2016 · Phoenix, Arizona, United States

FocalPoint Wealth Management is a private wealth management firm located in Phoenix, Arizona. FocalPoint was founded in 2016 by Certified Financial Planner™ practitioners with a clear mission in mind: to build a practice with integrity, transparency, and independent advice at the core of everything we do. Since we don’t offer proprietary products or engage in investment banking operations, we’re not bound to corporate objectives or limited in our strategies. Instead, we act as fiduciaries, so you can feel confident knowing YOUR FUTURE IS OUR FOCUS. With over 40 years of experience and an arsenal of industry resources, no situation is too complex for us to handle. Learn more by visiting us at Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. Any opinions expressed herein may not be those of FocalPoint Wealth Management and are subject to change without notice. The products and services described on this page are for U.S. residents only and are available through FocalPoint Wealth Management. Securities offered through LPL Financial, member FINRA Investment advisory services offered through Wealthcare Advisory Partners, a Federally Registered Investment Advisor. Wealthcare Advisory Partners and FocalPoint Wealth Management are separate entities from LPL Financial. The LPL Financial registered representatives associated with this page may discuss and/or transact securities business only with residents of the states for which they are properly registered. Some products and services may not be available in all states or to all clients. For a list of states in which we are registered to do business, please visit

focalpointwealth.com

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