Dale L Shafer II

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 PLANNER^TM (CFP®), Accredited Portfolio Management Advisor^TM (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.

Designations, Certifications & Associations:

• CFP® – CERTIFIED FINANCIAL PLANNER™
• APMA® – Accredited Portfolio Management Advisor™
• CDFA® – Certified Divorce Financial Analyst
• NAPFA – National Association of Personal Financial Advisors

Our Services Include:

• Financial Advice
• Financial Planning
• Risk Management
• Net Worth/Cash Flow
• Tax Planning
• Retirement Planning
• Estate Planning
• Divorce Financial Analysis
• Investing & More

Life Moves Wealth Management, LLC (“LMWM”) is a registered investment advisor offering advisory services in the States of Arizona, Indiana, and in other jurisdictions where exempted.  Registration does not imply a certain level of skill or training. All written content on this site is for information purposes only. Opinions expressed herein are solely those of LMWM, unless otherwise specifically cited. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. Copyright © 2023 Life Moves Wealth Management. All Rights Reserved.