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| Financial Wellness, Life Planning & Retirement 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®, CELP |
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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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Certified Enhanced Lifestyle Planner |
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Certified Money Coach |
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Helping you assess and improve your
feelings of financial well-being |
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so you can spend your time and
resources in ways you value most. |
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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 and her mother, a daughter |
| home
from college at various times, and a lazy beagle, Farfel. |
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have a daughter 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. I enjoy fishing, spending time
with family, playing with the family |
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| dogs,
creating delights in the kitchen ( I cook AND clean up!!), designing |
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pages for myself and organizations I serve, and just hanging out. And |
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absolutely LOVE my work -- it's playtime for me, so you'll often find me |
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the office, which is right behind my house under a Mission Fig tree! |
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| Planning For
Life •
1141 Roxie Ln. • Walnut Creek, CA 94597-1806 |
| OH: (330) 727-0444
• CA: (925) 949-3938 |
| e-mail: Shags@PlanningForLife.info |
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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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