Address

40 West Easy Street, Suite 4 Simi Valley, CA 93065

Darryl Shafer, CFP®

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Darryl Shafer, CFP®

Retirement Plan Consultant

40 West Easy Street Suite 4
Simi Valley CA 93065

CA Lic. 0E50523

PERSONAL PROFILE

 

Hometown: Anaheim, CA
Favorite Book: The Big Short
Ideal Dinner Guest: Johnny Carson
Words to Live By: Life is too important to be taken seriously – Oscar Wilde
Qualities I Admire in People: Honesty, integrity, and sense of humor

Darryl Shafer, CFP®

Darryl, a bilingual retirement plan consultant, has been conducting educational meetings for retirement plans participants since 2005. In this role, he performs individual investment reviews and retirement savings gap analysis for retirement plan participants. Darryl holds Series 7, Series 66, and CA Life Insurance licenses, as well as a CFP® designation. He has a B.S. in Economics / System Science from UCLA and a M.S. in Telecommunications Management from Golden Gate University, Irvine, CA.

EDUCATION

  • M.S. in Telecommunications Management from Golden Gate University, Irvine, CA
  • B.S. in Economics / System Science from UCLA 

INDUSTRY DESIGNATIONS

  • Certified Financial Planner (CFP®)

LICENSES

  • Series 7
  • Series 66
  • California Life Insurance (CA Lic.0E50523)