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.
Appointments and Memberships Where Blue Text Appears, Click the Hyperlink!
   Financial Therapy Association, 2010-Present
   Nat'l Endowment for Financial Education Life Planning Focus Group, 2000
   Nat'l Endowment for Financial Educ. Retirement Planning Think Tank, 1999
   Nat'l Endowment for Financial Educ. Retirement Planning Focus Group, 1997
   Who's Who in Finance & Industry, 28th Edition, 1994
   Past President, Int'l Society for Retirement & Life Planning 1997-2000
   Board of Dir.-Association for Financial Counseling & Planning Ed. 2000-2006
   Leadership Mahoning Valley, Class of 1992
   Rotary Club of Girard-Liberty, OH; President 1990-91, Bd. of Dir. 1988-2005
   Rotary Club of Rossmoor-Walnut Creek, CA; 2005-2009, President 08-09
   Rotary Club of Diablo View-Walnut Creek, CA; 2009-Present
   PaineWebber National Retirement Planning Network 1986-1993
   Financial Planning Assoc. -- NE Ohio Chapter Board of Directors 2003-2005
   Financial Planning Assoc. -- East Bay (CA) Chapter Board of Directors 2007-2012
   Mahoning County Bar Assoc. -- Tax & Estate Planning Comm.  1983-2005
   Mahoning/Shenango Valley Estate Planning Council (Pres. 1995) 1988-2005
   Member of the Nazrudin Project - a national group of leading edge planners 
     exploring and defining a holistic approach to mapping out life goals then 
     creating financial life plans to get there.
philosophy
story
education professional
memberships author
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.