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EtonWay Financial
INSURANCE INVESTMENTS WEALTH STRATEGIES
Trusted Partners In Shaping Your Wealth With Intention
Our mission is to provide deeply personal, tax-efficient wealth strategies crafted with objectivity, discretion, and a genuine understanding of your family’s values and long-term vision.
OUR MISSION
Our mission is to provide deeply personal, tax-efficient wealth strategies crafted with objectivity, discretion, and a genuine understanding of your family’s values and long-term vision.
OUR CLIENTS
Our clients span the country, representing multiple generations.
Our clients span the country, representing multiple generations.
OUR PROCESS
We systematically prepare our recommendations according to the complexity and uniqueness of each particular situation and individual.
Through a detailed, process-driven model, we uncover the financial needs, goals, and concerns of our clients. Before recommending any strategy, we invest the time to understand your priorities.
Our initial conversation focuses on your objectives: your family, your interests, what matters most to you, and the planning you may already have in place. We explore your financial resources, how you intend to build wealth, and how you envision distributing it over time.
We systematically prepare our recommendations according to the complexity and uniqueness of each particular situation and individual.
Through a detailed, process-driven model, we uncover the financial needs, goals, and concerns of our clients. Before recommending any strategy, we invest the time to understand your priorities.
Our initial conversation focuses on your objectives: your family, your interests, what matters most to you, and the planning you may already have in place. We explore your financial resources, how you intend to build wealth, and how you envision distributing it over time.
OUR EXPERIENCE
EtonWay Financial exists to deliver sophisticated financial guidance and advanced estate-planning strategies.
EtonWay Financial exists to deliver sophisticated financial guidance and advanced estate-planning strategies.
Every solution we implement is fully customized.
Built by aligning your wealth-accumulation, preservation, and distribution goals through the thoughtful integration of risk management, asset management,
and estate-planning design.
Every solution we implement is fully customized.
Built by aligning your wealth-accumulation, preservation, and distribution goals through the thoughtful integration of risk management, asset management,
and estate-planning design.
Together, we help families and businesses create strategies as unique as their circumstances.
Your circumstances will evolve, and your strategy must evolve with them. As life, family, and financial dynamics shift, we review and refine your plan to ensure it continues to reflect your goals with precision.
Together, we help families and businesses create strategies as unique as their circumstances.
Your circumstances will evolve, and your strategy must evolve with them. As life, family, and financial dynamics shift, we review and refine your plan to ensure it continues to reflect your goals with precision.
We operate collaboratively, working seamlessly with our clients and their trusted advisors.
CPAs, tax attorneys, estate-planning counsel, business-planning specialists, and general counsel.
We operate collaboratively, working seamlessly with our clients and their trusted advisors.
CPAs, tax attorneys, estate-planning counsel, business-planning specialists, and general counsel.
A successful strategy reflects your intentions and advances your long-term vision.
Our role is to combine our experience with your vision: delivering expert guidance, innovative solutions, and a planning framework built to endure.
A successful strategy reflects your intentions and advances your long-term vision.
Our role is to combine our experience with your vision: delivering expert guidance, innovative solutions, and a planning framework built to endure.
ALIGNED IN PURPOSE
“Great teams don’t need to be louder than the competition; they just need to be more aligned”.
— Warren Buffett
“Great teams don’t need to be louder than the competition; they just need to be more aligned”.
— Warren Buffett
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MEET OUR TEAM
Our dedicated professionals are here to guide you through your financial journey with expertise.
Mike Shapiro
Founding Partner
Greg Cohn
Managing Partner
Tamara Rich
Chief Financial Officer
Matt Ferrel
Managing Director
Vanessa Oakley
Managing Director
Joe Cantanucci
Vice President
Kristen Hansen
Head of Marketing
Lindsey Hammer
Head of Operations
Sarah Sprung
Head of Partnerships
Our dedicated professionals are here to guide you through your financial journey with expertise.
We're Top Ranked by Forbes
Mike Shapiro, founder of EtonWay Financial, has been recognized by Forbes as one of the top financial security professionals in California.
This achievement wouldn't have been possible without the unwavering trust and support from all of our amazing clients, partnerships, and our incredible team.
We're Top Ranked by Forbes
Mike Shapiro, founder of EtonWay Financial, has been recognized by Forbes as one of the top financial security professionals in California.
This achievement wouldn't have been possible without the unwavering trust and support from all of our amazing clients, partnerships, and our incredible team.
OUR EXPERTISE
EtonWay Financial is committed to ensuring that your family’s needs are met with care, expertise, and a deep understanding of your unique goals.
EtonWay Financial is committed to ensuring that your family’s needs are met with care, expertise, and a deep understanding of your unique goals.
EtonWay Financial
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Securities and investment advisory services offered through qualified
registered representatives of MML Investors Services, LLC, Member SIPC.
1676 N California Blvd, Suite 430 Walnut Creek, CA 94596, Phone: 925-979-2300. EtonWay Financial and Insurance Services, LLC is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.
State of Domicile: California
www.brokercheck.finra.org
We are licensed to sell Insurance Products in the following jurisdictions: California, Colorado, Florida, Georgia, New Jersey, New York, & Illinois.
We are licensed to sell Securities Products in the following jurisdictions: California, Deleware, Georgia, Maryland.
Michael A Shapiro CA Insurance License: #0G88274
Matthew T Ferrel CA Insurance License: #0G61980
Your CRN is CRN202906-11365617
© 2026 by EtonWay