Joel Shapiro is a registered investment advisor, based in Aliso Viejo, CA, with 19 years of industry experience.
Location
120 Vantis, Suite 400, Aliso Viejo, CA, 92656
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joel is a senior vice president at 401(k) Advisors Inc and NFP Retirement, both consulting firms, taking about half of his time. He also coaches children in the Matt Leinart Flag Football League and serves on the board for the National Association of Plan Advisers, dedicating minimal time to each.
Employment History
Current Registrations
Kestra Investment Services, LLC
Kestra Investment Services, LLCBroker
Wealthspire Retirement Advisory
Previous Registrations
Kestra Investment Services, LLCBroker
Financial Telesis INCBroker
State Registrations24 states
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