David Shaffer, Financial Advisor

FINANCIAL ADVISOR
David Shaffer

CEPA®, AAMS™
4481 Munson St N.W. Suite 303, Canton, OH 44718opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Wealth Strategies
  • Business Retirement Plans
  • College Savings
  • Estate & Legacy Strategies

About David

As an Edward Jones financial advisor, it is important to invest my time to understand exactly what my clients are working towards to provide holistic financial advice. Working closely with my client and their CPA, attorney and other professionals allows me to determine the most appropriate strategies. I began my Edward Jones career as a financial advisor in 2018, while bringing 20 years of experience in the financial services industry. I also earned my undergraduate degree in business management and MBA from Walsh University.

Business succession planning is a very important aspect to my business. In 2023, I completed an...

Work History

  • Edward JonesNovember 2018 to Current

Certifications

  • CEPA®

    Certified Exit Planning Advisor®
  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Walsh UniversityMasters

Personal Interests

  • Traveling
  • Sports Enthusiast
  • Skiing
  • Running
  • Pets

Team Members

  • Jennifer Debro
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat Closed
Sun Closed

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