Discover your Money Personality
The way you think and feel about money influences every financial decision you make.
At Stratos Wealth Partners, our mission is to go beyond the numbers—we partner with you to understand your unique Money Personality and create a financial plan that truly fits your goals. Whether you prioritize growth, stability, or flexibility, our personalized approach ensures that your plan aligns with your values and vision for the future.
CHARLES SHAPIRO
NINA HAJJAR
Our Story
Neither of us grew up with wealth, but we were raised by strong mothers who taught us trust, respect, and communication. These values shaped our careers and our approach to planning.
Charles, born in Denver and raised in New York, spent 17 years in leadership roles at Smith Barney before co-founding Stratos Wealth Partners in 2009 to build a more client-centric model.
He recruited Nina from JP Morgan in 2011. After losing both parents at a young age, she understood the importance of resilience and financial security. She began her finance career at The Ohio State University, later moving west to deepen her expertise in insurance and investment management before earning her CERTIFIED FINANCIAL PLANNER™ designation. Her practice grew by putting client needs first.
In 2013, Charles and Nina launched Stratos CA, creating a practice grounded in hard work, transparency, and a shared commitment to helping clients achieve financial freedom.
Tax preparation services offered through Stratos Wealth Partners are separate and not affiliated with LPL Financial. LPL Financial does not offer tax advice or tax preparation services.
