Gregory Schaffer in

Gregory Schaffer

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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.

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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

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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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)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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