Darryl Shafer

 

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®

Retirement Plan Educator

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)

 

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