portrait of Richard A Shaeffer
FINANCIAL ADVISOR
Accepting New Clients
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About Richard

I am delighted to have found my way to a very fulfilling career as a financial advisor with Edward Jones. Although I have had a passion for investing and finance for all of my adult life, my professional career started at General Mills, where I worked in marketing and brand management, primarily in the breakfast cereal industry. At General Mills, I worked with many fantastic co-workers and learned much about planning, innovation, problem solving and strategic thinking. I served as a vice president for my last several years there until I left in 2000.

My next chapter was as majority...

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Charitable Giving

Work History

  • Edward JonesSeptember 2009 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Northwestern UniversityMaster of Science
  • Princeton UniversityBachelor of Arts

Team Members

  • Amanda Ortegon
    Sr. Branch Office Administrator

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Office Information

Hours

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

Additional Hours

  • Evenings
  • Web Conferencing

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