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
- Director of Financial Planning @ (April 2024 - Present)
- Investment Advisor Representative @ Latitude Advisors, LLC (March 2013 - April 2024)
- Pilot @ (May 2010 - December 2021)
- Financial Advisor @ Trustmont Financial Group Inc (February 2011 - November 2012)
- Financial Advisor @ Capital Analysts, Inc (January 2005 - February 2011)
- Pilot @ (December 1997 - May 2010)
- Pilot @ Chatauqua Airlines (May 1989 - December 1997)
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 1 emails and 1 mobile phone numbers on RocketReach.
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Top Lake House Private Wealth Management Employees
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