About Our Firm
Here’s our story. We look forward to hearing yours.
At Blue Waters Financial Group, our sole focus is YOU.
Blue Waters Financial Group was founded in 2010 with the goal of assisting North and South Carolina retirees in effectively managing their needs and planning for the future. We are committed to providing highly personalized service, thus earning a reputation for excellence in our industry and community.
We have a strong team of professionals helping ensure you receive all the assistance you need, not only in developing your retirement income strategy but in maintaining it throughout your retirement. Our team members are knowledgeable, personable and compassionate. Our staff truly cares about making your dream retirement a reality.
We will endeavor to keep you focused on where you want to go, guide you on how to get there and continually serve you as you move toward your dream.
Meet Norm Shapiro
As the president of Blue Waters Financial Group, Norm Shapiro is focused on helping clients work toward their retirement dreams through a well-thought-out strategy for retirement income.
Norm’s grandfather was a thriving small-business owner who lost all of his money in the stock market crash of 1929. Norm grew up with this reality and decided to get into a business where he could help others have confidence in their financial matters.
Norm became a licensed insurance agent in 2005. He since has established a successful career specializing in helping individuals use insurance products to plan for a financially independent retirement. Norm believes the key to his success as an insurance agent, and therefore his clients’ financial success in retirement, is how closely he listens to his clients’ goals and dreams. By listening intently, combined with his industry experience and expertise, he builds financial strategies with insurance products to help meet clients’ needs, including generating income clients can never outlive.
Norm earned his bachelor’s degree from Brooklyn College in Brooklyn, New York. He holds life and health insurance licenses in North Carolina, South Carolina, Ohio, Nevada and Massachusetts.
Recognized for his industry knowledge, Norm has been featured on TV and radio shows. He has appeared on NBC’s Charlotte Today Show and also been involved with several radio shows, including The Retirement Protection Specialists, which previously ran on 610AM “The Fan” and 1110AM WBT.
Norm lives in Charlotte. He and Dorothy, his wife and business partner, are the proud parents of two children and grandparents of four grandchildren. Away from the office, Norm enjoys bowling, softball, attending Charlotte Hornets and Carolina Panthers games (both of which he is a big fan), and spending time with his family.
Meet Dorothy Shapiro
As managing partner of Blue Waters Financial Group, Dorothy Shapiro specializes in creating seminar programs for clients and prospective clients to spread the firm’s mission of creating successful retirement income strategies.
Dorothy’s main goal is to provide clients with up-to-date information regarding products Blue Waters Financial offers. She believes in treating clients with complete honesty and doing what is best for them as individuals.
Dorothy holds life and health insurance licenses in North Carolina and South Carolina. She has been a licensed insurance agent since 2008.
Residing in Charlotte, Dorothy is a mother and a grandmother. She and her husband and business partner, Norm, have two children and four grandchildren. Dorothy enjoys spending time with her family as much as she can whenever she is away from the office.
Schedule a Meeting
To schedule a time to discuss your financial future and the possible role of insurance products in your financial strategy, contact us at email@example.com or call us at 704.790.2583 (BLUE) today!
As Seen/Heard On:
Have Questions for Blue Waters Financial Group?
It can be difficult to make financial decisions without access to information.
If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.