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

Matthew E. Shaffer, CFP®

MBA,

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™ (CFP®)

Insurance Licenses

  • Life insurance: AL, CA, CT, DE, FL, GA, IL, IN, KY, MD, MI, NJ, NC, OH, SC, TX, VA

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, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Succession Planning, Long-term Care, Sudden Wealth

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