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Our financial advice team


Dale Shafer

Dale Shafer

CFP®, APMA®, CDFA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Affinity Wealth Advisory Group
6
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 5 reviews

Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Divorce Financial Planning
  • Retirement Income Strategies
  • Cash Flow Management Strategies
  • Intergenerational Planning

Interests

  • Financial literacy
  • Active lifestyle - we like to bike and hike
  • Florida State football - Go Noles!
  • Lifelong musician
  • Golf
  • Lifelong learner
  • And... I like to watch documentaries

Awards & recognition

  • Five Star Wealth Manager, 2020

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • APMA® Accredited Portfolio Management Advisor℠
  • CDFA®; Certified Divorce Financial Analyst®

Education

  • Bachelor of Science in Business, magna cum laude, Bethel College (IN)
Newsletter

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Community participation

  • Member, Scottsdale Sunrise Rotary Club; President-Elect (2021-2022)
  • Associate Member, Maricopa County Association of Family Mediators
  • Member, Ameriprise NextGen Advisors Group
  • Member, The Society of Advice
  • Active Member of professional networking groups: BNI Accelerators, Senior B2B
  • Volunteer, local high school talks on financial literacy now and after graduation