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®
Plan Consultant, Retirement Education Specialist
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 (inactive), 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 (inactive)
- Series 66
- California Life Insurance (CA Lic.0E50523)
