Home
Home
About
Upcoming Seminars & Events
Resource Center
Tools
- Glossary
- Tax Resources
Schedule an Appointment

Contact

San Diego Office

9420 Farnham Street

San Diego, CA 92123

Phone: (858) 285-5079

Mon-Fri: 10:00 AM - 5:00 PM

Have A Question?

Name

Email Address

Message

Thank you! Oops!

Contact

Office: (858) 285-5079

2610 El Camino Real

Suite A

Carlsbad, CA 92008

CA Insurance License #0F05298

shapiroa@pfgadvice.com

Quick Links

Retirement
Investment
Estate
Insurance
Tax
Money
Lifestyle
Latest Articles
All Videos
All Calculators

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2026 FMG Suite.

Securities offered through Osaic Wealth, Inc., member FINRA/SIPC. Investment advice offered through PFG Advisors, a Registered Investment Advisor (RIA). Securities offered through Osaic Wealth, Inc. or its licensed affiliates. PFG Advisors and Osaic Wealth, Inc.. are separate entities from MyPoint Credit Union.

Not NCUA Insured | No Credit Union Guarantee | May Lose Value Not Insured by any Federal Government Agency | Not FDIC Insured

This communication is strictly intended for individuals residing in the state of CA, TX. No offers may be made or accepted from any resident outside the specific states referenced.