Stephen  Shaffer,  CFP<sup>&reg;</sup> - Financial Advisor

Stephen Shaffer, CFP®

AIF®

Director of Financial Planning 257.22 Miles

Lake House Private Wealth Management

1216 Eleventh Ave, Ste 232
Altoona, PA 16601
FINANCIAL ADVISOR'S WEBSITE
(814) 404-7722

General

Stephen Shaffer is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Lake House Private Wealth Management in Altoona, PA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

6, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Investment Management, Employee Benefits, Retirement

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