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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

The Family Financial Meeting: 10 Things Your Children Should Know Before They Need to Know Them

A family financial meeting can prepare adult children for future responsibilities without revealing every financial detail. Here are 10 things they should know before a crisis occurs. For many families, conversations about money happen only when circumstances force them to happen. A parent ...

<p>The post The Family Financial Meeting: 10 Things Your Children Should Know Before They Need to Know Them first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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<p>The post Are You Paying Taxes Today That You Could Be Planning Around? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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As wealth grows more complex, separate advisors can create gaps between business ownership, real estate, trusts, investments, taxes, retirement plans, and family goals. Learn why coordinated planning matters. For many ...

<p>The post When Your Financial Life Becomes Too Complicated for a Collection of Separate Advisors first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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