About Dale L Shafer II, CFP®, APMA®, CDFA®
Hi, I’m Dale Shafer and I’ll serve as your guide through all the life movements you might experience along your financial path.
My own journey has included a lot of life moves, which has developed my approach to financial advice. I entered this profession
I believe real financial advice requires far more than showing a “good” rate of return on a monthly statement. I also believe a real financial advisor knows what’s important to you beyond the dollars and cents, stocks and bonds, and expected retirement date.
Chances are you have many bigger rocks to conquer along the path before reaching retirement… whatever that is anyway. Me too.
You can read a little more about my financial advice and investment philosophy by heading over to the What to Expect section of my website.
I began in this profession in 2015, initially learning how to analyze and build investment portfolios, then moved on to learn comprehensive financial planning when I noticed how much the investment activities impacted so many other areas of one’s financial life.
I earned the Accredited Portfolio Management Advisor (APMA®) designation in 2019, then the CERTIFIED FINANCIAL PLANNER (CFP®) and Certified Divorce Financial Analyst (CDFA®) designations in 2020.
As a CFP®, I believe the process of financial planning is among the most valuable “never fully finished” work one can do to gain stability in the face of constant uncertainty. I take an on-purpose approach to help clients focus on and define what’s most important when establishing a basis for aligning their financial decisions.
To remain active in the community, I am a member of the Scottsdale Sunrise Rotary Club (President 2022-2023) and serve an active role in the leadership of the club. I am also a member of the Phoenix Seminole Club (Vice-President); and BNI Accelerators (President 2021-2022).
I am a strong advocate for financial literacy and engages in speaking at the high school level on the topics of personal finance, college, and “real world” economics.