Jason Shapiro in

Jason Shapiro

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Registered Representative | Helping Clients Build Their Legacies at WestPac Wealth Partners
📍 Los Angeles, California, United States

Jason Shapiro is a highly-regarded Financial Professional at WestPac Wealth Partners, specializing in wealth preservation for business owners and high-net-worth clients. A graduate of UC Davis and a former minor league baseball player, he has extensive experience in the mortgage and financial services industries, recently earning a top spot on the Forbes Best-in-State Wealth Advisors list.

Outside of work, Jason is a devoted family man, married with two daughters. He and his wife are deeply committed to philanthropy, volunteering for causes like the Crohns & Colitis Foundation and Tower Cancer Research. His personal interests include golfing, exercising, and traveling to warm destinations with his family.

Unique fact: After being an All-American baseball player at UC Davis, Jason played professionally in the Chicago White Sox minor league system.

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Experience
30 Years
Current Role
Registered Representative | Helping Clients Build Their Legacies
Job Level
Junior
Location
Los Angeles, California, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Jason cares about

Legacy Building
His professional focus is helping clients build their legacies and achieve financial freedom through a step-by-step process.
Entrepreneurial Finance
He specifically serves business owners and entrepreneurs, helping them manage risk and plan for long-term stability and confidence.
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Career

Work history

1-2024
Registered Representative | Helping Clients Build Their Legacies
WestPac Wealth Partners
1-2008 - 12-2023
Managing Director
Northwestern Mutual
1-2004 - 1-2008
Principal
WFL Financial
1-2000 - 1-2004
Finance Consultant
Troxler and Associates
1-1995 - 1-2000
Regional Sales Manager
Weyerhaeuser Financial Services
In the press

Media appearances

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Education
1989 - 1993
Bachelor of Arts (B.A.)
University of California, Davis
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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