Steven S. Shagrin - better known as Shags -- is President of Planning For Life.  He provides Money Coaching services, as well as workshops on Designing Your Life in Retirement, Managing My Life: Managing My Money (which includes Working with Financial Advisors), and Understanding Your Relationship with Money, among others.
 
With degrees in accounting, finance, and law, for twenty years Shags worked as an investment advisor with PaineWebber and Smith Barney in Ohio and Ameriprise Financial Services in California. He started his company, Planning For Life, in 2002.  He is a published author and professional speaker, currently based out of Walnut Creek, California, in the East Bay area near San Francisco.
  
A Certified Money Coach through the Money Coaching Institute in Petaluma, Shags also holds the professional designations of CERTIFIED FINANCIAL PLANNER™ Licensee, Chartered Retirement Planning Counselor^SM, Certified Retirement Counselor®, and Certified Enhanced Lifestyle Planner.