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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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| Professional
Background |
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| President, Planning For Life, Jan.
2003-Present |
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| Associate Financial Advisor, Ameriprise
Financial, July 2005-October 2006 |
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| Vice President, Logix Investment
Management, Feb. 2003-June 2003 (Flex Time) |
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| Executive Vice President, Logix Investment
Management, Apr. 2002-Jan. 2003 |
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| Vice President-Investments, Smith Barney,
1993 - 2002 |
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| Vice President, Investments, PaineWebber
Inc., 1982 - 1993 |
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| Tax Senior, Heinick Slavin & Co.,
CPAs, Akron, 1981 - 1982 |
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| Planning For
Life •
1141 Roxie Ln. • Walnut Creek, CA 94597-1806 |
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| OH: (330) 727-0444
• CA: (925) 949-3938 |
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| 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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