Matthew E. Shaffer,  CFP<sup>&reg;</sup> - Financial Advisor

Matthew E. Shaffer, CFP®

MBA,

Co-Founder & CEO | Chief Investment Officer

Shaffer Capital

550 Polaris Pkwy, Ste 130
Westerville, OH 43082
FINANCIAL ADVISOR'S WEBSITE
(877) 891-1213
(614) 891-1700

General

Matthew Shaffer is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Shaffer Capital in Westerville, OH and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Retirement, Stocks & Bonds, Long-term Care, Succession Planning, Sudden Wealth

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