Dale L. Shafer Ii, Cfp®, Cbec®, Apma® Email & Phone Number

Hi, I’m Dale Shafer, founder of Life Moves Wealth Management, an independent, fee-only firm in Scottsdale, AZ, serving business owners and business leaders. These are “my people” because they are often ignored by advisors until they are ready to sell their business or have "enough" money to manage. The problem is less than 30% current business owners will ever be able to transition and monetize their business asset on their terms. I’m on a mission to move that needle!As a CERTIFIED FINANCIAL PLANNER (CFP®) and Certified Business Exit Consultant (CBEC®), I specialize in helping clients align their personal and business financial goals. This approach begins long before the transaction and empowers owners to transform their business into a high-value financial asset that can be successfully monetized to fund their retirement and legacy. Outside of work, I enjoy all things outdoors, playing music, and contributing back to my community through Rotary, Scottsdale Leadership (Class 38), and other volunteer opportunities. Let's get connected!