Mike Shapiro in

Mike Shapiro

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Advisory Board at Gala
📍 San Francisco Bay Area, United States

Mike is the Founding Partner of EtonWay Financial, where he provides holistic financial planning for successful individuals. A graduate of the University of Colorado Boulder, he has been recognized by Forbes as a Top Financial Security Professional and is an MDRT member, representing the top 1% of financial professionals worldwide.

Outside of work, Mike lives in Mill Valley, California with his wife and daughter. He enjoys playing baseball and tennis, and traveling. He is also active in his local community, supporting organizations like the San Francisco Giants Community Fund and the Business Leadership Council.

Mike is a "Top of the Table" member of the Million Dollar Round Table, an honor for the worlds highest-performing financial professionals.

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Experience
23 Years
Current Role
Advisory Board
Location
San Francisco Bay Area, United States
Personality Overview

How Mike shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Mike cares about

Holistic Financial Planning
His mission is to help busy, successful people organize their financial affairs using a holistic approach to achieve their long-term goals.
Financial Security
He has been repeatedly named to the Forbes Top Financial Security Professionals Best-In-State list, highlighting his expertise in wealth protection.
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Career

Work history

3-2021 - 10-2024
Advisory Board
Gala
4-2015
Founding Partner
EtonWay Financial
1-2010 - 3-2015
Wealth Management Advisor
Northwestern Mutual
6-2001 - 12-2009
Chief Operating Officer
Cartelligent
In the press

Media appearances

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Education
1997 - 2001
Bachelors of Science in Business Administration
University of Colorado Boulder - Leeds School of Business
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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