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Leaffer Shapiro LLC was founded to create innovative and simplified financial services and retirement programs. The company develops, packages, and markets new financial products, such as Solo db, a defined benefit program tailored to the needs of the high income self-employed and small business owner. Leaffer Shapiro builds strategies, designs and develops web sites, interactive tools, collateral, and seminars to support the marketing and operations of client institutions.
With the clear objectives of making financial programs easier to understand, easier to sell and easier to buy, Leaffer Shapiro LLC fills a much needed niche in an industry that too often creates products whose consumer value is lost in technical complexity and operational process.
With a distinctive balance of common sense and industry savvy, Art Leaffer and Karen Shapiro each bring over twenty years of experience in helping major financial service companies achieve success.
Recent Financial Services Clients
ADP
American Century
American First Credit Union
Bank of America
Bank One
benefitStreet.com
directadvice.com
European American Bank (EAB)
E*TRADE
Fidelity
First Bank of Tennessee
First National Bank of MD
First Virginia Bank
Fleet Financial
Fremont Funds
KeyCorp
Merrill Lynch
MPower (401(k) Forum
Montgomery Asset Management
Patelco Credit Union
Prudential
Riggs National Bank
Strong Funds
SunTrust
First Bank (formerly U.S. Bank)
Vanguard
Washington Mutual
Wells Fargo Bank
World Savings
Management
Art Leaffer is co-founder and CEO.
Art has served as a Director at Charles Schwab, and as Vice Present at both Bank of America and Wells Fargo Bank and has spearheaded development and supported the launch of many consumer and business retirement programs. Art's ability to speak the arcane language of retirement products may be related to his earlier training in linguistics at the Hebrew University in Jerusalem and business at San Francisco State University, where he earned an MBA.
Karen Shapiro is co-founder and President.
Karen has served as an Internet strategy and marketing consultant to executives at startups and Fortune 500 companies. In her former role as Senior Vice President and Director of Bank of America's Online Channel Management, she was responsible for Internet Strategies, Content, User Experience and Online Advertising worldwide for the bank's award winning Web sites. Karen holds a Ph.D. in communications research from Stanford University and a BA cum laude in cognitive psychology from Columbia University.
Partners
Leaffer Shapiro is partnering with Dedicated Defined Benefit Services LLC to provide complete plan administration services for Hartford Solo db. Dedicated DB is one of the leading 1-5 person business defined benefit plan administration firms in the United States. Plan set-up, annual administration, and actuarial services for Hartford Solo db are provided by Dedicated DB.
