Since 2013, Michael has worked as a financial advisor for Edward Jones, specializing in retirement planning. As a retirement planner, Michael works with his clients to reach their retirement goals through advising and developing specific investment strategies.
Michael Shafer was born and raised in Long Beach with his mom and brother. He attended college at CSULB. Michael has been married for 13 years with three kids and currently lives in Seal Beach. Before becoming a financial advisor, he was handled investments for 10 years and was an elementary school teacher for eight years where he learned the teaching skills that he uses as a financial advisor. Michael is a new member to the Execs.
Michael’s talk provided insight into his life as an Edward Jones financial advisor. Even though he is an Edward Jones financial advisor, he works independently and is able to be selective about his clients. This selectivity allows him to choose clients that meet his criteria, but that criterion is not about how much his client’s make or how much they need to invest, but rather it is about helping clients find the right plan that will help them reach their retirement goal. He consistently lets clients know that he is a private trader and is not attached to specific companies, which allows him the freedom to find the appropriate investment. Michael is not afraid to talk about fees because he does not charge a fee for advice and his commission is low for IRA’s and 401K’s.
Michael wants his clients not to think about their money and instead let him worry about their investments. He wants them to live their lives while he helps them reach their retirement goals.
Remember to invite guests to keep our membership continually growing!
1st Classification Postings:
2nd Classification Postings:
Welcome New Members:
Welcome Michael Shafer of Edward Jones in the classification of Retirement Planning.
Welcome Jim Mills-Winkler of Waddell & Reed in the classification of Financial Advisor.
Other Membership News:
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