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| Steven S. Shagrin
Company |
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| 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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| Appointments and Memberships |
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Where Blue Text Appears,
Click the Hyperlink! |
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| Financial
Therapy Association, 2010-Present |
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| Nat'l Endowment for Financial
Education Life Planning Focus Group, 2000 |
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| Nat'l Endowment for Financial Educ.
Retirement Planning Think Tank, 1999 |
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| Nat'l Endowment for Financial Educ.
Retirement Planning Focus Group, 1997 |
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| Who's Who in Finance & Industry, 28th
Edition, 1994 |
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| Past President, Int'l Society for
Retirement & Life Planning 1997-2000 |
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| Board of Dir.-Association for
Financial Counseling & Planning Ed. 2000-2006 |
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| Leadership Mahoning Valley, Class
of 1992 |
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| Rotary Club of Girard-Liberty,
OH; President 1990-91, Bd. of Dir. 1988-2005 |
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| Rotary Club of
Rossmoor-Walnut Creek, CA; 2005-2009, President 08-09 |
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| Rotary Club of
Diablo View-Walnut Creek, CA; 2009-Present |
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| PaineWebber National Retirement Planning
Network 1986-1993 |
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| Financial Planning Assoc. -- NE
Ohio Chapter Board of Directors 2003-2005 |
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| Financial Planning Assoc. -- East
Bay (CA) Chapter Board of Directors 2007-2012 |
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| Mahoning County Bar Assoc. -- Tax
& Estate Planning Comm. 1983-2005 |
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| Mahoning/Shenango Valley Estate Planning
Council (Pres. 1995) 1988-2005 |
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| Member of the Nazrudin Project - a
national group of leading edge planners |
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| exploring and defining a holistic
approach to mapping out life goals then |
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| creating financial life plans to get
there. |
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| Steven S. Shagrin
Company • 1141 Roxie Ln •
Walnut Creek, CA 94597-1806 |
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| 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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