Sedona Arizona

Dale L. Shafer II

CFP®, APMA®, CDFA®

Hi, I’m Dale L Shafer II, founder of Life Moves Wealth Management, a fee-only financial advisory firm located in Scottsdale, AZ.

I serve as a financial and exit planning advisor for business owners and business professionals.

I am proud to hold professional designations, including the CERTIFIED FINANCIAL PLANNERTM (CFP®), Accredited Portfolio Management AdvisorTM (APMA®), and Certified Divorce Financial Analyst (CDFA®). I’m currently pursuing the Certified Business Exit Consultant (CBEC®) with expected completion summer 2024.

My wife is a total gem – her name is Melisa. We married in 2010 and have four children, three of whom are currently in college in three different states. And, we welcomed our “next-gen” kid to our family in April 2021.

Out of the office, I am most likely found exploring outdoors, hiking, road cycling, and camping. You might also see me rocking out behind a drum kit or a guitar.

I enjoy reading books on finance and leadership, and collecting deadpan “dad jokes” to try out on our kids. They’re big fans.  

A few more favorites…

Favorite outdoor activities: Cycling and hiking

Favorite band/artist: Led Zeppelin (a.k.a. best band ever), Elton John

Favorite Movie: tough call between The Godfather I & II, Atlas Shrugged, or Spaceballs

Favorite place to visit: Lake Tahoe

Favorite foods: Indian or Italian

Favorite sports team: all things Florida State (GO NOLES!)

If I can be anywhere but here right now: snorkeling at Anini Beach on the island of Kauai, HI

What I’m listening to: The Compound and Friends podcast,

What I’m currently reading: 12 Rules for Life by Jordan Peterson

Most interesting thing I’ve done: probably that time I ate Oreos with Alice Cooper… or, mixing mud with my feet to make bricks in India.

I’d love to know more about you. Let’s get introduced.

DShaferHSPortraitSept231
The National Association of Personal Financial Advisors
The Society of Advice

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