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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®, 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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Certified Money Coach |
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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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| Professional
Background |
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| President, Planning For Life, Jan.
2003-Present |
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| Vice President, The Money Coaching
Institute, Oct. 2008-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 |
| 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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