Broker Check
Barry Shapiro

Barry Shapiro

Certified Financial Fiduciary®, CLU®, ChFC®, REBC®, AIF®, CASL® President, Financial Planner

Barry Shapiro and his firm provides financial guidance to help clients reach their goals through the good times and bad times in their lives. His mission in forming Bshapiro Financial was heavily influenced by his personal experiences and those of friends who did not plan properly and left their families struggling. As a result, he believes in a comprehensive, simplified, concierge-level problem-solving approach, providing customized advice to meet client needs. Barry is proud of his long-term relationships with clients, many of whom have referred their own families for help.

His extensive financial background includes working with Northwestern Mutual Life and Robert W. Baird & Co., Inc. as well as Coordinated Planning Group, an office of MetLife. In 2007, he formed Bshapiro Financial while affiliated as a Registered Representative and Investment Adviser Representative with Lincoln Financial Advisors and Sagemark Consulting. Since January 2011, Barry has offered securities and advisory services as an Investment Adviser Representative with Commonwealth Financial Network ®, Member FINRA/SIPC, a Registered Investment Adviser.

Over his 30 years of experience, Barry has earned numerous professional designations, including Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), and Registered Employee Benefits Consultant (REBC®) from The American College. He has attained the Accredited Investment Fiduciary (AIF®) designation from the Center for Fiduciary StudiesTM. In 2023 he earned the Certified Financial Fiduciary® designation from the National Association of Certified Financial Fiduciaries. He possesses the Series 7, 63 and 65 securities registrations, and is a licensed insurance professional.

In the community, Barry is an active supporter of numerous charities, including the Island Harvest food bank; The INN (Interfaith Nutritional Network); the Long Island Cares food bank; the prostate cancer charity Fans for The Cure; and the Leukemia & Lymphoma Society. He and the firm strive to donate at least five percent of the firm's revenues toward charitable causes. Barry is also a member of the Long Island Food Council.

Prior to his career in financial services, Barry was a journalist. He received a Bachelor of Arts degree in Journalism from the City College of New York, and spent more than a decade as a writer and editor. He wrote and served as an editor for such major consumer publications as Us magazine and Sport magazine. With legendary baseball executive Syd Thrift, he co-authored The Game According to Syd: The Theories and Teaching of Baseball’s Leading Innovator (Simon & Schuster, 1998). Today, he stays interested in sports as an avid fan of the New York Mets, New York Giants and New York Rangers.

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