Meet The Rest Of The Team:

Planning early for the next tax year can save you money - Make Your Appointment at 732-739-8991. Use our Client Portal to send us documents safely and securely anytime of the year!

Meet The Rest Of The Team:

Typical of a smaller firm, everyone at Shapiro Financial wears multiple hats.

Investment Management/Operations

  • Ken Shapiro, CFP®, CPA/PFS
  • Sandi Shapiro
  • Rian Gobel

Tax Planning and Preparation

  • Mary Boncada, CPA
  • Ken Shapiro, CFP®, CPA/PFS

Financial Planning

  • Lou Ottati, CFP®
  • Ken Shapiro, CFP®, CPA/PFS

Office Operations

  • Pattie Calice

IT

  • Tom Burke, Information Technology - Consultant

 

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