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