Kenneth B. Shapiro, CPA/PFS, CFP®, is an independent registered investment advisor and President of Shapiro Financial Security Group, Inc. in Hazlet. Mr. Shapiro’s firm offers comprehensive fee-only financial planning, investment management and tax preparation services. His personal areas of specialization are in designing risk appropriate investment & retirement planning services to individuals ages 50-75, and assisting corporate executives with tax efficient diversification strategies for their employee stock options & incentive compensation packages.
In 2015, he received a Lifetime Achievement Award for his work on behalf of the Financial Planning Association of New Jersey, and was the recipient of the organization’s 2013 Heart of Financial Planning Award. Mr Shapiro currently serves as President for the Monmouth Ocean County Chapter of the New Jersey Society of CPA’s, and is a member of the its investment committee that oversees the investment policies of the association’s three endowment portfolios. Mr. Shapiro is a past chairperson of both the NJCPA’s state and local chapter level Personal Financial Planning Committee & Financial Literacy Committees, and member of local chapter’s its Eldercare Committee.
Mr. Shapiro has almost 35 years of experience from positions in the public, private and educational sectors of the profession. He continues to teach when opportunities allow, and has contributed to a number of articles published in local and national publications. Mr. Shapiro received an M.B.A. in finance from Rutgers University and a bachelor’s in accounting from Rider University in Lawrenceville, NJ.