Advisor at Life Moves Wealth Management
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Firm
Life Moves Wealth Management
Location
Scottsdale, AZ 85255
Credentials
CFP®
Industry experience
10 years
Hi, I’m Dale L Shafer II, founder of Life Moves Wealth Management, an independent, fee-only wealth and exit planning advisor for business owners and professionals located in Scottsdale, Arizona, serving clients in multiple states.
I am proud to hold professional designations, including the CERTIFIED FINANCIAL PLANNER (CFP®), Certified Business Exit Consultant (CBEC®), Accredited Portfolio Management Advisor (APMA®), and Certified Divorce Financial Analyst (CDFA®).
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.
Based on Life Moves Wealth Management
$3600+/engagement
$300+/hr
$300+/mo
Flat-fee for service includes investments
20715 N. Pima Road Suite 108
Scottsdale, AZ 85255
Arizona · Indiana
Life Moves Wealth Management, LLC
2022 - Present (4 years)
Ameriprise Financial Services, inc.
2017 - 2022 (5 years)
UBS Financial Services
2015 - 2017 (2 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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