Justin Schaffer

Senior Financial Advisor, Associate Vice President - Investment Officer at Wells Fargo Advisors

Role
Senior Financial Advisor at Wells Fargo Advisors
Location
Overland Park, KS, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Justin Schaffer

As a Senior Financial Advisor, I am dedicated to helping my clients meet their financial needs. Whether you are planning your retirement, saving for your children\'s or grandchildren\'s education, or looking to preserve your wealth, I can help.Before entering the financial services industry, I graduated from University of North Florida with two degrees in Finance and Financial Services. Now an Associate Vice President- Investment Officer, Senior Financial Advisor with the Overland Park office of Wells Fargo Advisors, I take pride in working for a firm that puts you first.My mission is to help each one of my clients plan for a financial future in a way that best meets his or her goals. And my commitment doesn\'t end there. I have been an active member of the local community for nearly 3 years. Away from the office, I also enjoy Scuba Diving, Traveling and exploring everything Kansas City has to offerI look forward to extending my services to you and your family. Together, we can discuss financial strategies designed to fit your unique situation.This information is intended for use by residents of AL, AZ, CA, CT, FL, ID, KS, MN, MO, ND, OK, SC, TX, UT, and VA and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

Experience

  1. Senior Financial Advisor

    Wells Fargo Advisors

    Jun 2022 — Present · Overland Park, KS, US

Education

  • University of North Florida

    BBA, Financial Services

    2007 — 2012

  • University of North Florida

    BBA, Finance, General

    2007 — 2012

Skills

  • Microsoft Office
  • Microsoft Excel
  • Customer Service
  • Public Speaking
  • Powerpoint
  • Social Networking
  • Sales
  • Leadership
  • Microsoft Word
  • Research
  • Management
  • Outlook
  • Team Building
  • Public Relations
  • Finance
  • Team Leadership

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Justin Schaffer — Senior Financial Advisor at Wells Fargo Advisors in Overland Park, KS, US | Unifers