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Richard Shapiro, CPA, CFP®

Richard Shapiro, CPA, CFP®

Richard L Shapiro is a Certified Public Accountant and a Certified Financial Planner®. Rick has over 30 years of experience specializing in corporate taxation, accounting and auditing services, succession planning and investment advisory services. His primary goal is to assist our clients in reducing their overall tax liability while developing tax-efficient investment decisions. He is the managing member of Associated Financial Services, a Certified Public Accounting Firm. Rick is a graduate of Illinois State University in Normal, Illinois with a degree in Accounting. Also active in professional and industry groups, Rick is a member of various committees of the Florida Institute of Certified Public Accountants and is licensed as a CPA with the states of Florida and Oregon. He is registered as a Registered Representative and Investment Adviser Representative, holding various securities registrations as well an insurance license in the State of Florida. In his spare time, he enjoys traveling and volunteering in various non-profit organizations throughout the South Florida Area.