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Dale Shafer II (APMA®, CFP®)

Dale Shafer II focuses in the
following client markets or areas of practice:

  • Business Owners
  • Corporate Executives
  • Estate & Generational Planning Issues
  • Financial Psychology/Coaching
  • Fixed Fee (Subscription, Retainer, etc.)
  • Investment Advice with Ongoing Management

Planning Specialties

Hi, I’m Dale L Shafer II, founder of Life Moves Wealth Management, a wealth management firm located in Scottsdale, AZ. Our approach is built for entrepreneurs and business leaders, just like you. Independent. Fee-only. I am proud to hold professional designations, including the CERTIFIED FINANCIAL PLANNERTM (CFP®), Certified Business Exit Consultant (CBEC®), and Accredited Portfolio Management AdvisorTM (APMA®). 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.

NAPFA Start Date

May 19, 2022

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

20715 N. Pima Rd. Ste 108 Scottsdale, AZ 85255 Phone: (602) 223-1801
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