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Aif Paul Schaffer

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Aif Paul Schaffer

Senior Vice President Financial Advisor | CAPTRUST

Doylestown, Pennsylvania, United States

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Aif Paul Schaffer

Summary

Aif Paul Schaffer is a seasoned financial advisor with over 30 years of experience in retirement plan consulting. He currently serves as Senior Vice President at Captrust, where he manages a substantial portfolio of corporate clients and their retirement assets. Aif's expertise lies in fiduciary oversight, investment policy monitoring, and enhancing employee education on retirement benefits. He has a proven track record, evidenced by a remarkable 98% client retention rate, showcasing his commitment to delivering value and reducing costs for his clients. Aif is passionate about leveraging his extensive knowledge to simplify complex retirement plan issues, making him a trusted partner for HR and finance leaders. His innovative 5 Pillars framework helps clients navigate the intricacies of retirement plan management effectively. Aif's dedication to client success and his proactive approach to problem-solving set him apart in the financial advisory industry.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

Consulting Experience

Aif Paul Schaffer

Work Experience

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Senior Vice President Financial Advisor at

CAPTRUST

January 2007 - Present

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Director, Advisory Services at

Plan Advisory Services

April 1999 - December 2006

💼

President at

Schaffer Financial Concepts

March 1984 - March 1999

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Aif Paul Schaffer

Education

Alfred Lerner College of Business & Economics at University of Delaware , Bsba

January 1979 - January 1984

University of Delaware, Bsba

January 1979 - January 1983

Cheltenham High School, Diploma

January 1976 - January 1982

Frequently Asked Questions about Aif Paul Schaffer

What is Aif Paul Schaffer email address?

Aif Paul Schaffer's primary email address is *************@captrustadvisors.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Aif Paul Schaffer work for?

Aif Paul Schaffer is a Senior Vice President Financial Advisor at CAPTRUST, a company specializing in Monetary Authorities-Central Bank.

Where Aif Paul Schaffer graduated from?

Aif Paul Schaffer holds a degree in Business Administration from Alfred Lerner College of Business & Economics at University of Delaware .

How can I directly contact Aif Paul Schaffer?

To contact Aif Paul Schaffer directly, you can use the email address *************@captrustadvisors.com. Complete contact information is available upon registration with Muraena.

Who is Aif Paul Schaffer?

Aif Paul Schaffer is a seasoned financial advisor with over 30 years of experience in retirement plan consulting. He currently serves as Senior Vice President at Captrust, where he manages a substantial portfolio of corporate clients and their retirement assets. Aif's expertise lies in fiduciary oversight, investment policy monitoring, and enhancing employee education on retirement benefits. He has a proven track record, evidenced by a remarkable 98% client retention rate, showcasing his commitment to delivering value and reducing costs for his clients. Aif is passionate about leveraging his extensive knowledge to simplify complex retirement plan issues, making him a trusted partner for HR and finance leaders. His innovative 5 Pillars framework helps clients navigate the intricacies of retirement plan management effectively. Aif's dedication to client success and his proactive approach to problem-solving set him apart in the financial advisory industry.

Aif`s contact details

mail

*************@captrustadvisors.com

*************@captrust.com

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