Stephen Shaffer Email & Phone Number
Director of Financial Planning @ Lake House Private Wealth Management
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Stephen Shaffer Location
- Altoona, PA, US
Stephen Shaffer Work
- 2024 -now Director of Financial Planning @
- 2013 -2024 Investment Advisor Representative @ Latitude Advisors, LLC
- 2010 -2021 Pilot @
- 2011 -2012 Financial Advisor @ Trustmont Financial Group Inc
- 2005 -2011 Financial Advisor @ Capital Analysts, Inc
- 1997 -2010 Pilot @
- 1989 -1997 Pilot @ Chatauqua Airlines
Stephen Shaffer Education
- Boston University
(Financial Planning and Services)
- Thomas Edison State College
Bachelor of Applied Science (B.A.Sc.)
- Penn State University
Associate of Arts (A.A.)
Stephen Shaffer Skills
- Asset Allocation
- Mutual Funds
- Estate Planning
Stephen Shaffer Summary
- Stephen Shaffer, based in Altoona, PA, US, is currently a Director of Financial Planning at Lake House Private Wealth Management. Stephen Shaffer brings experience from previous roles at Latitude Advisors, LLC, United Airlines, Trustmont Financial Group Inc and Capital Analysts, Inc. Stephen Shaffer holds a Boston University. With a robust skill set that includes Asset Allocation, Mutual Funds, Estate Planning and more. Stephen Shaffer has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Lake House Private Wealth Management Employees
Stephen Shaffer
Director of Financial Planning
Altoona, PA, US
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