Dale L. Shafer II, CFP®, CBEC®, APMA® in

Dale L. Shafer II, CFP®, CBEC®, APMA®

Evaluator · DISC type dsc
Board Member at Scottsdale Leadership
📍 Phoenix, Arizona, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
10 Years
Current Role
Board Member
Job Level
Leadership
Location
Phoenix, Arizona, United States
Personality Overview

How Dale shows up

Hard To Convince
Fast But Analytical
Quality Focused

They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical They focus on the results, but can still be quite procedural and analytical about how to get there They are not very likely to become strong advocates of your product or service

Priorities

Topics Dale cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

7-2025
Board Member
Scottsdale Leadership
3-2025
President
Scottsdale Community All-Stars
4-2022
Founder | Financial Advisor | CCO
Life Moves Wealth Management
12-2017 - 4-2022
Financial Advisor
Ameriprise Financial Services, LLC
5-2015 - 12-2017
Business Development Specialist
UBS Financial Services
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2019 - 2020
Certificate in Financial Planning
Florida State University
2014 - 2016
Bachelor of Science (B.S.)
Bethel University
Social presence
in
Behavioral profile

DISC profile (public)

d

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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