Hi, I’m Dale L Shafer II, founder of Life Moves Wealth Management. I’m a fee-only financial advisor and love my work!
I am proud to hold professional designations, including CERTIFIED FINANCIAL PLANNERTM (CFP®), Accredited Portfolio Management AdvisorTM (APMA®), and Certified Divorce Financial Analyst (CDFA®).
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 and hiking with my wife or on my bike. I also rock 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
I’d love to know more about you. Let’s get introduced.
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