Kenneth Akiva Shapero LUTCF
RMC Group
4613 N. University Dr
#343
Coral Springs, FL, 33067
Phone: (954) 775-5514
Mobile: (954) 775-5514
Fax: (954) 719-2439
WebSite 
Email

Request A Proposal...
Bio:

During a career spanning over two decades, Ken assists clients achieve their business vision through growth and estate and retirement planning. Since 2004, Ken has been leading CJA in the southeast and mid-Atlantic regions. Working closely with financial consultants, insurance specialists and their business clients to implement a planning program designed to create the business- future clients desire.

Ken brings a rich and varied business perspective to his work with CJA including experience as President and CEO of OmniComp, personal business manager for Artistcentered business group as well as serving on the boards of several successful businesses including Apple Computers. Ken has been a featured speaker for both charitable and industry sponsored events and is a member of MDRT and recognized by the National Ethics Bureau.

Outside of work, Ken is an avid reader and continues his personal studies as well as enjoying photography and cycling.

PDF Bio...

Experience:
Kenneth Akiva Shapero, LUTCF

Vice President, CJA & Associates
kshapero@cjamarketing.com

Summary

"Anyone may arrange his affairs so that his taxes shall be as low as possible; he is not bound to choose thatpattern which best pays the treasury. There is not even a patriotic duty to increase one's taxes. Over and overagain the Courts have said that there is nothing sinister in so arranging affairs as to keep taxes as low aspossible. Everyone does it, rich and poor alike and all do right, for nobody owes any public duty to pay morethan the law demands."
Judge Learned Hand, 1913

Specialties

The CJA PhilosophyOur three-pronged philosophy has never changed: Focus on small business owners and working professionals,develop innovative products that fully comply with the tax code and create tools to help our partners becomemore successful.


Experience

Vice President at CJA & Associates
2004 - Present (8 years)

CJA & Associates a nationwide consulting firm for almost 40 years provides tax free retirement and estateplanning options to business owners and professionals.Duties include being responsible for the South EastRegion of USA, including case design and consultation with financial advisers, attorneys and accountants.Also serve on the Executive Committee for the company to create and implement goals and objectives for thecompany.10 recommendations available upon request

Director of Advanced Markets at Richmond Financial Group
2000 - 2004 (4 years)

Richmond Financial Group provides tax free retirement and estate planning options to business owners andprofessionals. Served on the Board of the Local Chapter of the National Association of Financial Advisersand Insurance Agents. Featured speaker for many Charitable organizations.

Vice President of Development at Cornerstone Networks
1998 - 2000 (2 years)

Developed Business plan to bring company public (successful). Opened new markets and sales goals.Increased sales by 300% in first year. Developed strategic partnerships with Sprint PCS and IntelosCorporations.1 recommendation available upon request

Personal Business Adviser at Peter Max Studios
1991 - 1998 (7 years)

Business manager to famed artist Peter Max. Oversaw commercial endorsements and producer of Museumtour of Peter Max art in Moscow, Leningrad, Berlin, Prague and Budapest. Produced Show of 108 paintingsof Dalai Lama which included him at opening night.

President & CEO at OmniComp
1980 - 1991 (11 years)

Small Chain of Retail Computer Stores in the Mid Atlantic States.Premier dealer for Apple Computers, plus Investment Capital Firm to Technology Companies. Served on theboards of Apple Computer, 3M Corporation and Seiko Corporation (Japan). Chairman of the BuckinghamCounty Industrial Authority.1 recommendation available upon request


Projects

Setting up Captive Insurance Companies
February 2007 to Present

Members:Kenneth Akiva Shapero, LUTCF, Ray Ankner, Ryan Mitchell, Jeff Bleweis, Doug Tashma, MatthewRusso, Thomas Bacharach

CJA can help your business set up its own captive insurance company to insure or reinsure the risks that acompany assumes while doing business. We will review existing risks and analyze non-traditional risks that acompany may be exposed to and not even be aware exist. Captives have been used for over forty years, andhistorically they were used by larger companies. However, they have increasingly become an invaluable toolfor the successful small to mid market. As the cost for insuring risks has increased, many business ownershave found a way to more efficiently manage their risk by forming their own captive insurance company toprovide for protection against loss. In doing so, the business owner can take advantage of substantial federaland state income tax savings and utilize those savings to fund other business opportunities.


Courses

Independent Coursework

How to Privatize Your Financial Life.Private usage of property and casualty insurance


Skills & Expertise

Retirement
Estate Planning
Small Business
Tax
Insurance
Life Insurance
Fixed Annuities
Financial Advisory
401k
Pensions
Retirement Planning
Investments
Wealth Management
Disability
Insurance
Long-term Care
IRAs
Asset Allocation
Strategic Financial Planning
Employee Benefits
Asset Managment
Wealth
Alternative Investments
Underwriting
Investment Strategies
Defined Benefit
Wealth Accumulation
Whole Life
Financial Services


Education

Chabad
Ongoing, Jewish Studies, 1992 - 2010

The American College
LUTCF, Financial Services, 2004 - 2006
Activities and Societies: Post Graduate work in Financial Services. Instructor to Financial Advisers for postgraduate designations and CE classes.

Ohio University
A.B.Honors, Cutler Scholar, 1967 - 1971
Activities and Societies: Gammetsfelder Scholar, GPA 3.8, Tutorial Reader in Philosophy Dept., Honors College


Honors and Awards

Life Underwriting Training Council Fellow, Million Dollar Round-table Qualifying Member, National EthicsBureau


Interests

Photography
Cycling


Kenneth Akiva Shapero, LUTCF
Vice President, CJA & Associates
kshapero@cjamarketing.com

12 people have recommended Kenneth Akiva

"I highly endorse Akiva and his work at CJA. He is the ultimate professional, who has provided spectacularsolutions for my clients and always with a sincere and friendly demeanor"

— Grant Phillips, Esq., was Kenneth Akiva's client

"Kenneth Akiva is a true expert, treats his clients as family, respectful and trustworthy."

— Yosi Baron, was Kenneth Akiva's client

"As CMO of AgencyONE I have had many opportunities to work with Ken and CJA. Ken is absolutelyterrific. He is smart and responsive and has the highest level of integrity. Plus, he has a wondeful sense ofhumor!!"

— Liz Weber, Chief Marketing Officer, AgencyONE Insurance Marketing Group, LLC, was with anothercompany when working with Kenneth Akiva at CJA & Associates

"Many thanks to Kenneth Shapero for patiently explaining all the exciting programs that CJA offers. I alsoappreciate his expert advice on beneficial partnerships for my company!"

— Deborah Bacarella, Regional Manager, Bristol Properties International, was with another companywhen working with Kenneth Akiva at CJA & Associates

"Ken provides the knowledge to design and solve complex high dollar problem. Great to work with!"

— Michael Baratta, CLU ChFC, President, Fortress Brokerage Solutions, was with another company whenworking with Kenneth Akiva at CJA & Associates

"Kenneth Akiva was a true pleasure to work with. He gave me such valuable information and education whileworking together. I will be forever grateful for the time we spent together and look forward to more time andenlightenment"

— Keith Sims, Owner, Dania Donuts, was with another company when working with Kenneth Akiva at CJA& Associates

"Ken's insight and knowledge have proven to be a great resource as we work together with our clients. CJA isa welcome addition to our portfolio of product offerings."

— Mitchell Dannenberg, Owner, LTCi Marketplace, was with another company when working withKenneth Akiva at CJA and Assocates

"I have known Akiva Shapero in a personal and business capacity for many years. He has always provided adepth of financial knowledge and integrity unsurpassed in his industry. I would highly recommend Akiva toanyone in need of his services. You will not be disappointed. Doug Lewis"

— Doug Lewis, was Kenneth Akiva's client

"I've worked with Ken for many years and found him to be an excellent communicator and a reliable resourcefor many ideas that assist me in my practice. I'd work with Ken anytime, anywhere! Steve Toth"

— Steve Toth, was Kenneth Akiva's client

"Ken is concencious hard working and detailed, you will enjoy working with him. Emmett Coe"

— Emmett Coe, Presdient, FNC Corp, worked directly with Kenneth Akiva at CJA & Assocs

"One of the brightest and most positive and enthusiastic people I know; highly recommended!"

— Chuck Moran, Director of Marketing, Cornerstone Networks, worked directly with Kenneth Akiva atCornerstone Networks

"I have known Ken for more than 30 years. He has always been committed to serving his clients with theutmost professionalism and doing things only in his clients best interest . I highly recommend him."

— Joel Steinberg, President, MidAtlantic Loan Solutions, worked directly with Kenneth Akiva atOmniComp


RMC Group specializes in the design and marketing of innovative insurance products and employee benefit plans for the small business and estate planning markets. RMC Group has been working with leading insurance companies for forty years, providing actuarial, marketing, and administrative expertise to help our partners successfully deliver complex employee benefit and risk management programs.
VIDEO:
YOUTUBE
VIMEO
VIDDLER
TWITTER:
RSS: Card