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About
About
Our Team
About
Our Team
Our Services
Tax Planning & Preparation
Financial Planning
Investment Management
Trust & Estate Planning
Tax Planning & Preparation
Financial Planning
Investment Management
Trust & Estate Planning
Our Approach
Our Process
Discover Your Money Personality
Our Process
Discover Your Money Personality
Insights
LPL Weekly Market Commentary
2025 Market Outlook - LPL
StratosCA News & Insights
LPL Weekly Market Commentary
2025 Market Outlook - LPL
StratosCA News & Insights
Client Portal
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Our Team
Charles Shapiro
Founding & Managing Partner
Nina Hajjar, CFP®
Partner | Wealth Advisor
Jim Boyd, EA/AIF/CFP®
Wealth Advisor
Rob Leach
Wealth Advisor
Rhonda Jimerson
Operations Manager
Amylee Smithwick
Client Service Associate
Allie Baranowski
Branch Operations Assistant
About
About
Our Team
Our Services
Tax Planning & Preparation
Financial Planning
Investment Management
Trust & Estate Planning
Our Approach
Our Process
Discover Your Money Personality
Insights
LPL Weekly Market Commentary
2025 Market Outlook - LPL
StratosCA News & Insights
Client Portal
LET'S CONNECT
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