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
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, A Book with Legs podcast
What I’m currently reading: The Phoenix Generation by Prashan De Visser
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.show less
I’d love to know more about you. Let’s get introduced.