Our Team

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Our Team

Our team is made up of a wide range of professionals, many with CPA and CFP®  credentials, all with one goal – your financial success.

Kenneth B. Shapiro, CFP®, CPA/ PFS

(732) 739-8991

Shapiro Financial Security Group is led by our founder and principal, Kenneth B. Shapiro, CFP®, CPA/ PFS.  Ken is an independent Registered Investment Advisor and president of Shapiro Financial Security Group, Inc. in Hazlet, NJ.  He is a Certified Financial Planner (CFP®) and a Certified Public Accountant (CPA) with a Personal Financial Specialist (PFS) designation.   Read more...

William Stratton, CFP®

732-739-8991
William Stratton joined Shapiro Financial Security Group, Inc. as a Senior Financial Advisor in 2013, also serving on the firm's Investment Committee. Previously, he was a founding partner in Nova Financial Consulting and a Financial Advisor with Ameriprise, formerly American Express Financial Advisors. In addition to his experience as a financial advisor, Bill has held various positions in finance and engineering with Verizon, formerly Bell Atlantic.Read more...

Mary P. Boncada, CPA

732-739-8991

Mary P. Boncada is a seasoned accounting and finance professional with broad experience and proven success in accounting, auditing, tax, risk management, and supply operations & trading. Her experience includes executive roles with leading global financial services organization BNP Paribas, where she was Director of Risk Management working with the bank’s energy clients on secured lending facilities; and Fortune 500 energy firms The Coastal Corporation and The Hess Corporation, where her responsibilities included managing The Hess Corporation’s market risk against declines or fluctuations in oil prices.   Read more...

Lou Ottati, CFP®

Phone: 732-739-8991
E-mail: LOttati@ShapiroFSG.com
Lou Ottati joined Shapiro Financial Security Group, Inc. as a Financial Planner, and recently received his Certified Financial Planner® credentials. Lou is an ex-New Yorker but a longtime resident of New Jersey. His wife, Kris, works for the local school district and his two children both work in the commercial insurance industry. Lou spends his spare time at the gym, tasting wines, and trying new restaurants.   Read more...

 

Meet The Rest Of Our Team! 
 

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