Al Shapiro is a Financial Advisor with Greater Pacific Solutions. Al has a broad and deep expertise in comprehensive wealth management that comes from a background in real estate, mortgages, appraisal, insurance, investment analysis, as well as securities management and portfolio construction.

I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: retirement income solutions, estate strategies, employee benefit and retention services, business continuation strategies, and trust services

With a background as a Certified Mortgage Planner, Real Estate Broker and Investor with over 25 years of experience, Al brings a consultative and broad 360-degree view approach to financial advisory. He is passionate about aligning products, needs and goals to ensure client success.

Prior to Mass Mutual, Al was a real estate appraiser and rose to the position of senior reviewer for a major bank, and was awarded “Top Quality Reviewer” and eared production awards during inspections of over 5,000 real estate properties, and reviewed over one thousand sales transactions. Next, Al entered the mortgage arena advising, consulting and closing hundreds of mortgage loans working at several major banks including Washington Mutual, Chase and Bank of America, and his own mortgage company.

In addition, Al expanded his investment experience with the California Life Insurance license, structuring insurance policies for living benefits as well as estate planning and the Series 7, 65 & 63 Financial Advisor Licenses designing portfolios for his clients for wealth accumulation, retirement, college and estate planning.

Having experience with this broad range of financial disciplines has given Al great scope and depth of field in multiple asset classes in investments and varying markets.

Al resides in South Carlsbad with his wife Christa and two girls Lexi and Katie.

Licenses:

Series 7 Securities License
Series 65 Securities License
Series 63 Securities License
CA Insurance# 0F05298

Mortgage Loan Originator NMLS#242546

Real Estate Broker DRE#01098966