We’re thrilled to share that Jason Shapiro has been ranked #5 in the state of California and recognized among the Top 100 Financial Security Professionals nationwide, according to the 2025 Forbes list of America's Top Financial Security Professionals. This distinction reflects Jason's unwavering dedication to helping clients plan for their financial futures with clarity, confidence, and tailored strategies.
After 15 years at Northwestern Mutual, where he earned Forum status—placing him in the top 2% of advisors nationwide—Jason made a strategic move to WestPac Wealth Partners. This transition allowed him greater autonomy, flexibility, and the ability to create passive, residual income that benefits his clients and their families.
Jason serves a diverse and discerning clientele, including individuals and families focused on preserving wealth, business owners and entrepreneurs managing risk, and high-net-worth clients seeking long-term stability and confidence. Through insurance strategies, annuities, estate planning, long-term care, and tax-efficient solutions, he helps clients build a foundation of security in today’s evolving economic landscape.
What sets Jason apart is his commitment to trust and transparency. He views financial planning as more than numbers—it’s about empowering people to live confidently today while ensuring a meaningful legacy tomorrow.
“For me, success isn’t measured by rankings or recognition—it’s measured by the moments when a client feels confident about their future,” Jason says. “That confidence is what drives me every day, and I feel privileged to play a role in helping families and business owners achieve it.”
This honor underscores Jason’s vision, experience, and dedication as a financial professional. His journey to WestPac highlights his commitment to elevating client service and his ability to innovate within the financial security profession.
Please join us in congratulating Jason Shapiro on this well-deserved recognition. His leadership, care, and dedication continue to inspire confidence and set a standard of excellence for the industry.
Read more about Jason’s recognition on his Forbes profile.
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. | 8313070.1 Exp. 08/27