Sedona Arizona

Dale L. Shafer II

CFP®, CBEC®, 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®), Certified Business Exit Consultant (CBEC®), 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.

I’m a big believer in being a contributor to my community and not just a consumer of resources. I’m active in Scottsdale Sunrise Rotary Club (President 2022-2023), graduate of Scottsdale Leadership Class 38 “Best in State”, and enjoy teaching financial literacy in high schools and in the workplace.

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, Petra.

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

Favorite place to visit: Lake Tahoe.

Favorite foods: Indian, breakfast.

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, The Entrepreneur Rollercoaster (audiobook) by Darren Hardy.

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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