Steven Shagrin

I help the company to develop their network of connections in the East Bay. We provide a green, fire-safe alternative to herbicides and manual cutting & hauling for fire breaks, fire abatement needs, invasive pest plant removal, unwanted plant growth, and more.

I coordinate the personal finance education programs, co-facilitate public money coaching workshops and coach training workshops, and manage the technology for the Institute.

I provide money coaching services for individuals; workshops and classes for groups on basic personal finance education and working with financial professionals, retirement lifestyle education, and understanding your relationship with money; and cash-flow modeling for those seeking to determine "their number."

I helped an investment company launch its operations and introduce its investment strategy throughout northern Ohio to the public and to investment brokers.

Investment broker, handling the marketing, financial planning, and portfolio tracking for a partnership group with a book of business exceeding $320 million for over 500 client relationships.

Investment broker, handling the marketing, financial planning, and portfolio tracking for a partnership group with a book of business exceeding $320 million for over 500 client relationships

Tax preparation and planning, retirement tax planning and modeling, tax library maintenance, client tax newsletter editor, tax education presentations for clients and public groups.