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Forbes Spotlights Jason Shapiro’s Approach to Business Owner Planning

Forbes Spotlights Jason Shapiro’s Approach to Business Owner Planning

December 16, 2025

We’re excited to spotlight Jason Shapiro, Senior Vice President at WestPac Wealth Partners, for his recent recognition in Forbes as part of the 2025 Top Financial Security Professionals list. This feature dives into Jason’s perspective on leadership, resilience, and the parallels between mastering the golf course and navigating today’s complex financial landscape.

With more than three decades of experience working with entrepreneurs and business owners, Jason has built a reputation for delivering holistic, long-term planning rooted in trust, strategy, and collaboration. His Forbes story shines a light on how lessons learned through sports—especially golf—continue to shape his philosophy in helping clients prepare for uncertainty, stay focused on the long game, and build strong financial futures.

Below, we’re proud to share Jason’s full feature as it appeared in ForbesClick here to check out the full article.




Nash Subotic is a Registered Principal and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. General Agent of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. WestPac Wealth Partners LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. CA Insurance License Number - 0F93109 | This award is not issued by Guardian or its subsidiaries. The annual Forbes ranking of Top Financial Security Professionals is based on criteria developed and obtained by SHOOK Research, LLC. No compensation was provided in connection with obtaining this rating; however, advisors may choose to pay fees to Forbes and Shook for premium listing features; including, usage rights of the ranking logo. Past performance is not an indication of future results. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. | 8660328.1 Exp. 12/27