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Cari Shapiro - Omni360 Advisors

Cari Shapiro, CPA

Senior Accountant

Tax Reduction PlanningTax ServicesTax, Consulting & Accounting Services

ABOUT Cari

Cari is a team leader at Omni with a specialized focus on the jewelry industry. She is known for her ability to translate complex financial data into meaningful insights, helping clients understand the full story behind their numbers.

When she’s not reviewing financial statements, Cari enjoys spending time with her four children. Together, they love skiing, golfing, and gathering for big family dinners.

TEAMS

Gold Team

A BRIEF HISTORY

Cari earned both her undergraduate degree and MBA from Rutgers University. She began her career in public accounting at PricewaterhouseCoopers, where she performed audit work for a wide range of clients. She then moved into corporate finance at Johnson & Johnson, supporting their Personal and Consumer Care divisions with financial analysis and financial marketing initiatives.

Her passion lies in analyzing financial statements and uncovering the narrative they reveal—an approach she brings to every client engagement.

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Cari is engaged, or continues to be engaged, to provide investment advisory services.
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Recent Posts

Health Care: The Hidden Retirement Cost You Can’t Afford to Ignore

Health care is one of the most significant and often underestimated retirement expenses. Explore Medicare, long-term care, and tax planning considerations for affluent families. When most people think about retirement planning, they focus on investment ...

<p>The post Health Care: The Hidden Retirement Cost You Can’t Afford to Ignore first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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<p>The post The Risks of Concentrated Stock: Evaluating Single-Stock Exposure first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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Review key 2026 Social Security updates and planning considerations for high-net-worth individuals, business owners, and multigenerational families. Social Security is often viewed as a baseline retirement benefit. For high-net-worth individuals and business owners, however, it can still play a meaningful role—particularly in the context of tax planning, ...

<p>The post 2026 Social Security Changes: Tax and Benefit Considerations for High-Net-Worth Individuals first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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