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MEMBER PROFILE

 

Dale Shafer

Life Moves Wealth Management

 

Member profile details

Membership level
Phoenix Individual
First name
Dale
Second name/initial
L
Last name
Shafer
Suffix
II
Title
Founder | Financial Advisor | CCO
Company
Life Moves Wealth Management
XPX Chapter Email Lists
  • Phoenix News & Events
 

CONTACT INFORMATION

City
Scottsdale
State
Arizona
 

PROFILE INFORMATION

Call me when
Call me when a business owner hasn’t started planning yet, or when their advisor is waiting for assets to manage from the sale. Real value is built before the exit, not after.
Why I/we support XPX
I value the connection to other advisors on the client's success team to help deliver better outcomes for business owners before, during, and after their transition.
Profession
  • Wealth Manager
Functional Expertise
  • Board of Directors (not for profit)
  • Business development
  • Business management
  • Capital markets
  • Cash management
  • Change Management
  • Estate planning
  • Exit/Transition Planning
  • Family business
  • Finance
  • Investments
  • Leadership Development
  • Lending
  • Retirement
  • Risk management
  • Sales
  • Strategic planning
  • Trusts
Client Industry(ies)
  • Business Services
  • Consumer Services
  • Financial Services
  • Health/Pharma/Biotech
  • Manufacturing
  • Media and Entertainment
  • Retail
  • Software/Internet
  • Transportation/Storage
  • Wholesale/Distribution
Professional Certification(s)
CFP®, CBEC®, APMA®
Transition Planning Certification or Methodology
Certified Business Exit Consultant (CBEC®)
In Business Since
2022 launched RIA; in profession since mid-2015.
How to contact
dale.shafer@lifemoveswealth.com, 602-223-1801
Business Focus
We provide wealth and exit planning for business owners and professionals
Client Results
With our B.O.S.S. Method, we have a step-by-step financial planning process to optimize cash flow, reduce taxes, protect assets, and create an exit strategy that builds lasting wealth.
Advisor Resource Relationships
  • The International Exit Planning Association