Barbara Shapiro

Barbara Shapiro

EdM2, MSF, CFP®, CFS, CMC, CDFA, CeFT®

www.hms-financial.com

Biography

EdM2  MSF  CFP®  CFS  CMC  CDFA  CeFT®

Barbara Shapiro is president of HMS Financial Group, a full-service investment, wealth management, and financial planning firm

An experienced teacher, Barbara has written, developed and taught courses on financial planning and investments.  She has lectured to professional groups throughout the country on divorce financial analysis, investing, long-term care insurance and divorce planning.  As a financial expert, Barbara has been a guest on New England Cable News’ “Business Day” program, and Fox TV news, serving as an authority on women and finance.  A well-known, highly respected professional in the field, Barbara has been interviewed by USA Today, the Boston Herald, the Boston Globe, the Boston Business Journal, Worth, Pittsburgh’s Post Gazette, the New York Times, Kiplinger’s Retirement, “That Money Show,” Information Week, Investment News, “The Law Show,” “CNN Lookout,” “CNNfn.com,” NPR’s “The Connection” and WBZ News Radio, as well as many others.  Lending her talents to the internet, Barbara has been interviewed and quoted on websites such as DivorceMyWay.org and ConsumerReports.com.  She also served as a columnist for Physician’s Money Digest, submitting editorials on different aspects of finance and planning and has co-authored an article on divorce which appeared in the July 2007 issue of “Advisor Today.”  Ms. Shapiro spoke at the 2012 ABA conference in Philadelphia on “Financial and Other Hot Tips from the Experts”.  Ms. Shapiro has been selected as one of “the most dependable financial planners in Boston” by Boston Magazine, a Top Ten Financial Advisor in 2009 by Women’s Business Boston and was selected as a Top Wealth Advisor by Boston Magazine in 2010, 2011 and 2012. She has recently co-authored her first book, He Said, She Said: A Practical Guide to Finance and Money During Divorce.

As a Certified Divorce Financial Analyst, Barbara Shapiro helps people through the maze of issues to consider when formulating their divorce settlement such as tax issues, investments, property, retirement, long term care and children’s future educational needs.  All of these issues are directly correlated with financial matters, so more and more soon-to-be divorcees are seeking the advice of Certified Divorce Analysts such as Barbara.  Whether couples choose traditional divorce, mediation or collaboration, they are in need of financial advice and the necessity to become more informed about finance. Barbara’s clients and their attorneys have found her guidance to be invaluable.

Even though Barbara’s professional experience has been divorced focused, her background and CeFT training lends itself to helping people going through all types of transitions.

Education

  • Suffolk University, 1997 Master of Science in Finance
  • S.I.A. Institute at the Wharton School, 1996
  •  Northeastern University, 1988 Master of Education in Moderate Special Needs with an additional Severe Special Needs Certification
  • Boston University, 1970 Master of Education in Counseling
  • Lesley College, 1969 Bachelor of Science in Education

Licenses

  • Securities License (Series 7 & 63)
  • Registered Principal, NASD (Series 24)
  • Certified Financial Planner (CFP)

Advisor

  • Certified Fund Specialist (CFS)
  • Certified Divorce Financial Analyst (CDFA)
  • Insurance Broker License
  • Real Estate Broker
  • Certified Money Coach (CMC)
  • Certified Financial Transitionist (CeFT)

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