Gregory Schaffer in

Gregory Schaffer

Activist · DISC type Cd
CEO, President, Chief Investment Officer, CERTIFIED FINANCIAL PLANNER®-CFP at Schaffer & Company Asset Management, Inc. - A Gregory L. Schaffer Company
📍 Rochester, New York, 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
41 Years
Current Role
CEO, President, Chief Investment Officer, CERTIFIED FINANCIAL PLANNER®-CFP
Job Level
Leadership
Location
Rochester, New York, United States
Personality Overview

How Gregory shows up

Value Conscious
Perfectionist
Meticulous

They respond well to confident salespeople. They care equally about the product and its potential impact. They focus on objectivity in a pitch and pay little attention to bells and whistles.

Priorities

Topics Gregory cares about

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

Work history

11-2005
CEO, President, Chief Investment Officer, CERTIFIED FINANCIAL PLANNER®-CFP
Schaffer & Company Asset Management, Inc. - A Gregory L. Schaffer Company
6-1984
CEO, President
Beacon of Light Financial Services, Inc. - A Gregory L. Schaffer Company
1-2000
CEO, President, Broker & Agent
The Gregory L. Schaffer Insurance Agency, Inc.
6-1985
CEO, President, Broker
Beacon of Light Realty USA - A Gregory L. Schaffer Company
6-1984
CEO, President, Professional Trustee & Executor
Beacon of Light Wealth Preservation, Inc. - A Gregory L. Schaffer Company
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
Accounting and Finance
St. John Fisher University
Financial Planning
Kaplan University
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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