About Steve Shapiro, CPA,CFP™

steve-shapiro

Steve Shapiro is committed to helping families send their kids to college — without breaking the bank or risking their own retirement.

Steve is a member of the National College Advocacy Group. He has completed a rigorous series of courses to learn the best ways of obtaining college funding that fits a client’s income, goals and lifestyle, and he remains current with Continuing Education courses every year.

Steve has always been motivated to help individuals and small business owners keep more of their money through legal and ethical means.  He has been a CPA since 1982, an Investment Advisor since 1990, and a Certified Financial Planner since 2002.  He became interested in planning for college in 2002, when his own two children were in high school.  “I feel my clients’ pain,” he says. “I know just what they’re going through.”

Steve’s began his college career at the University of Minnesota and completed his degree in accounting at Cal State Northridge.  In between college stints, he ran with the bulls at Pamplona, Spain, and worked as an electronics technician to help pay his own college bills.  Now Steve appreciates life in California’s Santa Cruz County, where he enjoys walking on the beach with his wife, hiking, golf and reading spy novels.

College planning allows Steve to combine his 20+ years as a tax and financial advisor.

“Retirement and college planning must be considered together,” he says, “because funds used for college planning will not be available for retirement.”

Now that you’ve met Steve Shapiro, here’s how to Make Contact and Move Forward.