Daniel S. Shaffer's Qualifications

Daniel S. Shaffer is President & CEO of Shaffer Asset Management, Inc. He earned the designation of Certified Public Accountant (CPA) in May of 1989 and is currently registered as inactive status with New York State. He obtained the Chartered Financial Consultant (ChFC) designation in October of 1992 from the American College. In June of 1986, he received his Masters of Science Degree in Accounting from New York University. Daniel S. Shaffer also received his Bachelors Degree in Speech Communications from Syracuse University in December of 1982.

In January of 1983, Daniel S. Shaffer started his career as a floor trader for his own account on the New York Futures Exchange. From 1983 through 1989, he had been with such firms as Bear Stearns, Coopers & Lybrand (now known as PricewaterhouseCoopers) and Hambrecht & Quist (now owned by JPMorganChase) . In 1989, Daniel S. Shaffer became an independent financial planner and money manager. He has been in the securites industry since 1983.  In May of 2000, Daniel S. Shaffer joined Berther Fisher & Company Financial Services, Inc. as a Registered Representative.

Using his many years of experience, Daniel S. Shaffer believes in helping each person attain his or her financial goals, and participating in the financial management process. One of the benefits of working with Daniel S. Shaffer is his ability to provide clear, easily understood explanations of his philosophy and strategies utilized in the Shaffer Stock Investment Program.

Daniel S. Shaffer is an invited guest lecturer, panel member and workshop/seminar presenter for many Private Organizations and Public Events; and is a frequent guest commentator on national business television networks.. See Media Appearances or Speaking Engagements.

 

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Daniel S. Shaffer is a Registered Representative of and offers securities through Berthel Fisher & Company Financial Services, Inc., Member FINRA/SIPC.  Mr. Shaffer  is also an Investment Advisor Representative with Shaffer Asset Management, Inc. and Berthel Fisher & Company.  Shaffer Asset Management, Inc. and Berthel Fisher & Company are independent Registered Investment Advisors and are unaffiliated entities.