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.
Professional Background
   President, Planning For Life, Jan. 2003-Present
   Vice President, The Money Coaching Institute, Oct. 2008-Present
   Associate Financial Advisor, Ameriprise Financial, July 2005-October 2006
   Vice President, Logix Investment Management, Feb. 2003-June 2003 (Flex Time)
   Executive Vice President, Logix Investment Management, Apr. 2002-Jan. 2003
   Vice President-Investments, Smith Barney, 1993 - 2002
   Vice President, Investments, PaineWebber Inc., 1982 - 1993
   Tax Senior, Heinick Slavin & Co., CPAs, Akron, 1981 - 1982
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.