Jordan Shapiro

As a Financial Advisor with Wells Fargo Advisors, I partner with individuals, families, and business owners to build thoughtful, goals based investment strategies. I take the time to understand each client’s financial priorities, life goals, and full financial picture. With that foundation in place, I use the broad resources of Wells Fargo Advisors to help clients pursue what matters most. For some clients this includes growth and protection, while others focus on supporting loved ones or enjoying their wealth throughout their lifetime. My approach adapts to each client’s preferences, so their investment plan reflects what is most important to them.

Prior to becoming a Financial Advisor, I worked in lending and credit services, supporting clients through home financing and cash flow considerations. This background helps me bring a well rounded perspective to planning conversations and to discussions about balance sheet strategy, while staying focused on each client’s long term objectives.

Collaboration is central to my work. I partner with specialists across Wealth Planning, Private Banking, Trust and Fiduciary Services, Insurance, and Lending to deliver coordinated guidance that reflects each client’s unique circumstances. My focus is on clear, thoughtful wealth planning solutions, including the appropriate use of alternative investments. I also strive to explain complex topics in a clear and approachable way so clients feel confident in every decision.

Our team includes Senior Financial Advisor Kyle Stoutland and Financial Advisor Ryan Tominaga. Together, we offer clients the benefit of our combined experience, a unified planning philosophy, and a shared commitment to building long term relationships based on trust.

A California native, I enjoy golfing, hiking, skiing, and traveling the world in search of great food. I’m always looking to expand my network and deepen my knowledge, both personally and professionally.