Founder Of Theplayground Senior Circle
Current
Theplayground Senior Circle
Jul 2023 - Present
AeroLeads people directory · profile
Steven 'Shags' Shagrin, Jd, Crpc® Email & Phone Number
Founder of ThePlayground Senior Circle
at
The Money Coaching Institute
1 work email found
@moneycoachinginstitute.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Founder of ThePlayground Senior Circle
Location
Walnut Creek, California, United States
Who is Steven 'Shags' Shagrin, Jd, Crpc®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Steven 'Shags' Shagrin, Jd, Crpc® is listed as Founder of ThePlayground Senior Circle at The Money Coaching Institute, based in Walnut Creek, California, United States. AeroLeads shows a work email signal at moneycoachinginstitute.com and a matched LinkedIn profile for Steven 'Shags' Shagrin, Jd, Crpc®.
Steven 'Shags' Shagrin, Jd, Crpc® previously worked as Founder of ThePlayground Senior Circle at Theplayground Senior Circle and Owner at Steven S. Shagrin Company. Steven 'Shags' Shagrin, Jd, Crpc® holds Jd, Taxation & Estate Planning from Case Western Reserve University School Of Law.
Company email context
Email format at The Money Coaching Institute
This section adds company-level context without repeating Steven 'Shags' Shagrin, Jd, Crpc®'s masked contact details.
*@moneycoachinginstitute.com
68% confidence
AeroLeads found 1 current-domain work email signal for Steven 'Shags' Shagrin, Jd, Crpc®. Compare company email patterns before reaching out.
Profile bio
About Steven 'Shags' Shagrin, Jd, Crpc®
A true Baby Boomer, I grew up in Youngstown, Ohio, then attended college in Florida before returning to Ohio for law school. After my formal education ended, I worked for a year with a regional accounting firm in Akron, Ohio, before moving back to Youngstown to work in the brokerage industry in a partnership with my father, who had been a veteran in that field since the mid-1960's. Over the next twenty years, I continued my professional education and earned four certifications and designations related to financial, retirement and life planning. In April 2002 I left the brokerage business to help an old and dear friend begin a private money management firm in Cleveland, revitalizing an investment strategy which had proven itself back in the early-1970's to mid-1980's as the market emerged from a very challenging time. While the revised investment strategy proved itself to work, it was still primarily "selling", and that was something that I was looking to transition from. So, in March of 2003, I started Planning For Life, which offers Money Coaching, Financial Wellness, Life Planning, and Retirement Education programs and workshops. I moved my practice to the East Bay area of California in 2005 and I offer my programs and workshops both live and over the internet.Specialties: Money Coaching; Financial Life Planning™; retirement transition planning (non-financial and financial); financial literacy education; and financial wellness workshops delivered live over the internet and in person.
Listed skills include Dog Whisperer, Intuitive, Financial Planning, Retirement, and 15 others.
Current workplace
Steven 'Shags' Shagrin, Jd, Crpc®'s current company
Company context helps verify the profile and gives searchers a useful next step.
10 roles
Steven 'Shags' Shagrin, Jd, Crpc® work experience
A career timeline built from the work history available for this profile.
Owner
Current
Steven S. Shagrin Company
This is my money coaching and personal finance education company. See my website for more details about it: http://www.PlanningForLife.info.Thanks for all the "Congrats", but it's not a new position or company. I had to delete the old entry and put up a new one because of a snafu in LinkedIn that had connected my company to another, and that was the only.
Jan 2011 - Present
Vice President
CurrentAt the Money Coaching Institute we train those in myriad fields of human development and potential in a specific four-step process that helps their clients improve their relationship with money as it relates to their practical, emotional, behavioral, and spiritual aspects.
Aug 2008 - Present
Steven S. Shagrin, Jd, Crpc®, Cprc®, Certified Money Coach, President
CurrentMy former DBA (doing business as) was Planning For Life under my corporation. It is now Steven S. Shagrin Company, and I provide Money Coaching (in-person sessions, phone sessions, and weekend intensives in Petaluma, CA), Personal Finance Education, Professional Continuing Education, and Money & Meaning Workshops both live in the San Francisco Bay Area and.
Mar 2003 - Present
Associate Financial Advisor
Ameriprise Financial Advisors
This is the position which took me from Ohio to California. It was a great experience testing all over again (my licenses had expired) and starting a practice in a more vibrant and thriving area of the country. However, it also helped me to meet the group with which I am currently affiliated, The Money Coaching Institute (www.money-therapy.com) and shift.
Jul 2005 - Oct 2006
Executive Vice President
Logix Investment Management
Managed and developed client relationships for a private money management firm, member of investment committee, prepared and maintained securities related filings.
Mar 2002 - Jan 2003
Vice President - Investments
Responsible for all activities of a retail investment broker, including client marketing; portfolio design, investment and management; and financial cash-flow profiling and review. Provided specialized retirement-cash-flow modeling for pre- and post-retirement planning accumulations and distributions. Assisted clients in understanding the process of estate.
Apr 1993 - Mar 2002
Vice President/Investment Broker
Responsible for all activities of a retail investment broker, including client marketing; portfolio design, investment and management; and financial cash-flow profiling and review. Provided specialized retirement-cash-flow modeling for pre- and post-retirement planning accumulations and distributions. Assisted clients in understanding the process of estate.
Apr 1982 - Apr 1993
Tax Senior
Heinick, Slavin & Co., Cpas
Responsible for tax research, personal income tax preparation, and other tax-accounting related activities. Prepared lump-sum distribution analysis for clients approaching retirement.
May 1981 - Apr 1982
Law Clerk
Burdman, Gilliland, Fleck, Mostov & Kretzer, Lpa
Duties included drafting of pleadings, letters, interrogatories, depositions; filing court documents; and legal research. Assisted in the drafting of retirement plan documents and trust agreements.
May 1978 - Aug 1980
5 education records
Steven 'Shags' Shagrin, Jd, Crpc® education
Jd, Taxation & Estate Planning
Case Western Reserve University School Of Law
Bba, Accounting Major, Finance Minor
University Of Miami
Bba, Accounting Major, Finance Minor
University Of Miami Herbert Business School
Education record
Liberty High School
Bba, Accounting
University Of Miami Herbert Business School
FAQ
Frequently asked questions about Steven 'Shags' Shagrin, Jd, Crpc®
Quick answers generated from the profile data available on this page.
What company does Steven 'Shags' Shagrin, Jd, Crpc® work for?
Steven 'Shags' Shagrin, Jd, Crpc® works for The Money Coaching Institute.
What is Steven 'Shags' Shagrin, Jd, Crpc®'s role at The Money Coaching Institute?
Steven 'Shags' Shagrin, Jd, Crpc® is listed as Founder of ThePlayground Senior Circle at The Money Coaching Institute.
What is Steven 'Shags' Shagrin, Jd, Crpc®'s email address?
AeroLeads has found 1 work email signal at @moneycoachinginstitute.com for Steven 'Shags' Shagrin, Jd, Crpc® at The Money Coaching Institute.
Where is Steven 'Shags' Shagrin, Jd, Crpc® based?
Steven 'Shags' Shagrin, Jd, Crpc® is based in Walnut Creek, California, United States while working with The Money Coaching Institute.
What companies has Steven 'Shags' Shagrin, Jd, Crpc® worked for?
Steven 'Shags' Shagrin, Jd, Crpc® has worked for Theplayground Senior Circle, Steven S. Shagrin Company, The Money Coaching Institute, Planning For Life, and Ameriprise Financial Advisors.
How can I contact Steven 'Shags' Shagrin, Jd, Crpc®?
You can use AeroLeads to view verified contact signals for Steven 'Shags' Shagrin, Jd, Crpc® at The Money Coaching Institute, including work email, phone, and LinkedIn data when available.
What schools did Steven 'Shags' Shagrin, Jd, Crpc® attend?
Steven 'Shags' Shagrin, Jd, Crpc® holds Jd, Taxation & Estate Planning from Case Western Reserve University School Of Law.
What skills is Steven 'Shags' Shagrin, Jd, Crpc® known for?
Steven 'Shags' Shagrin, Jd, Crpc® is listed with skills including Dog Whisperer, Intuitive, Financial Planning, Retirement, Money, Personal Finance, Financial Education, and Life Planning.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial