Broker Check
Jonathan Shapiro

My mission is to help others create order in their finances. From a young age, I have memories of clients coming to our home to work with my mother — my mother was an accountant/booker and ran her small business out of our home, helping people navigate the American tax season. Once tax season concluded, our home would fill with gifts, flowers and chocolates, all from appreciative clients. And I carry this same passion — I witnessed first-hand the power of helping people getting financially-organized and seek to understand clients’ needs so that I can help them develop financial strategies to pursue their lifestyle and retirement goals. I am committed to helping clients simplify their finances by coordinating regular portfolio reviews, promptly addressing requests and keeping them informed.

A 2014 graduate of the University of Massachusetts: Amherst, I earned a Bachelor of Science degree in Psychology. After college, I went on to manage Central Pharmacy Allston, a local Russian-speaking retail pharmacy. I spend my free time playing tennis, golfing, making music, and participating in various leadership clubs in the Greater-Boston area: Fuel for Truth (FFT); Boston Rocket League; Israel Bonds New Leadership; and the Young Jewish Professionals (YJP) Boston community*. I am also still active with the University of Massachusetts: Amherst Alpha Epsilon Pi Fraternity organization, serving in a mentoring role for undergraduates*.

Fluent in both Russian and Hebrew, I am proud of my heritage as a first-generation American — ­my parents emigrated from the former Soviet Union shortly before I was born. I currently reside in Chestnut Hill and enjoy everything that this small community provides.

 

* Guardian and its subsidiaries do not endorse or have any direct or indirect responsibility with respect to these activities. 

Financial Representative of Guardian