Steven S. Shagrin Company
Money Coaching and Personal Finance Education
Lifelong learning for adults of any age and at any life stage…
  Steven S. Shagrin, JD, CFP®, CRPC®, CRC®, RLP®, CMC®
      (Better known as "Shags")
CERTIFIED FINANCIAL PLANNER™ Practitioner
Chartered Retirement Planning CounselorSM
Certified Retirement Counselor®
Registered Life Planner®
Certified Money Coach (CMC)®
     Helping you identify and eliminate the obstacles that keep you from
          being where you want to be with respect to your money life.
Education & Certifications
   Bachelor of Business Administration, Accounting Major/Finance Minor
     The University of Miami, Coral Gables, FL, 1978
   Juris Doctor, Emphasis in Taxation & Estate Planning
     Case Western Reserve University (CWRU) School of Law, Cleveland, OH, 1981
   CERTIFIED FINANCIAL PLANNER™ certificant
     The College for Financial Planning, Denver, CO, 1986
   Chartered Retirement Planning Counselor designee
     The College for Financial Planning, Denver, CO, 1997
   Certified Retirement Counselor designee
     International Foundation for Retirement Education, McLean, VA, 1999
   Certified Enhanced Lifestyle Planner licensee
     North American Lifestyle Planning Corp., Etobicoke, Ontario, CAN, 2001
   Certified Money Coach
     The Money Coaching Institute, Petaluma, CA, 2006
And a Bit of Personal Stuff…
I live in  Walnut Creek, California, with my wife, Karen, and we have two 
adult daughters living in southern California.  Sadly, our lazy blue-tick 
beagle, Farfel lived to only 15 1/4.
One daughter is in Los Angeles, Jenn, pursuing an acting, screenwriting
and producing career, so I'm also involved in short film production from time
to time.  She just had her vegan cookbook published: Veganize This!  The 
other daughter, Allison, just graduated from Chapman University and
will be heading up Submissions and Film Traffic with the Newport Beach
Film Festival in 2011, and is interning with a production company in 
Burbank at the Warner Studios Lot.  My family goes waaaay back with
the Warner Brothers, from the very beginning in Youngstown, Ohio!
I enjoy fishing, spending time with family, playing with the various family
dogs, creating delights in the kitchen ( I cook AND clean up!!), designing 
web pages for myself and organizations I serve, and just hanging out.  And 
I absolutely LOVE my work  in Money Coaching and training -- it's playtime 
for me, so you'll often find me at the office, which is in Novato, CA, a truly
wonderful place to be.
philosophy
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programs home
Steven S. Shagrin Company    1141 Roxie Ln    Walnut Creek, CA  94597-1806
Shags@PlanningForLife.info •  Cell: (925) 949-3938
CFP™ and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.  Click here to visit their website.