
Steven Shagrin Jd Crpc
A true Baby Boomer, I grew up in Youngstown, Ohio, then attended college in Florida before returning to... | Walnut Creek, California, United States
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Steven Shagrin Jd Crpc’s Location Walnut Creek, California, United States
Steven Shagrin Jd Crpc’s Expertise 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.
Steven Shagrin Jd Crpc’s Current Industry Theplayground Senior Circle
Steven
Shagrin Jd Crpc’s Prior Industry
Burdman Gilliland Fleck Mostov And Kretzer Lpa
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Heinick Slavin And Co Cpas
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Painewebber
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Smith Barney
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Logix Investment Management
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Planning For Life
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Ameriprise Financial Advisors
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The Money Coaching Institute
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Steven S Shagrin
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Theplayground Senior Circle
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Work Experience

Theplayground Senior Circle
Founder of ThePlayground Senior Circle
Sat Jul 01 2023 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Steven S Shagrin
Owner
Sat Jan 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
The Money Coaching Institute
Vice President
Fri Aug 01 2008 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Ameriprise Financial Advisors
Associate Financial Advisor
Fri Jul 01 2005 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Oct 01 2006 00:00:00 GMT+0000 (Coordinated Universal Time)
Planning For Life
Steven S. Shagrin, JD, CRPC®, CPRC®, Certified Money Coach, President
Sat Mar 01 2003 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Logix Investment Management
Executive Vice President
Fri Mar 01 2002 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Jan 01 2003 00:00:00 GMT+0000 (Coordinated Universal Time)
Smith Barney
Vice President - Investments
Thu Apr 01 1993 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Mar 01 2002 00:00:00 GMT+0000 (Coordinated Universal Time)
Painewebber
Vice President/Investment Broker
Thu Apr 01 1982 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Apr 01 1993 00:00:00 GMT+0000 (Coordinated Universal Time)
Heinick Slavin And Co Cpas
Tax Senior
Fri May 01 1981 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Apr 01 1982 00:00:00 GMT+0000 (Coordinated Universal Time)
Burdman Gilliland Fleck Mostov And Kretzer Lpa
Law Clerk
Mon May 01 1978 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Aug 01 1980 00:00:00 GMT+0000 (Coordinated Universal Time)