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Daniel S. Shaffer, CPA, ChFC

Confidence + Goals + Commitment = Success

Dan Shaffer is a dynamic speaker, business owner, and investment expert with over 30 years of experience in finance. A regular contributor on Fox Business Network, he is known for his ability to bring financial insights to life with engaging communication, compelling stories, and practical advice. His presentations focus on business growth, personal development, and the power of positive thinking, blending his deep financial knowledge with motivational strategies.

As the author of Profiting in Economic Storms: A Historical Guide to Surviving Depression, Deflation, Hyperinflation, and Market Bubbles (published by John Wiley & Sons, Inc.), Dan provides invaluable perspectives on navigating financial turbulence and turning challenges into opportunities.

Dan’s career began on the New York Futures Exchange, where he started as a self-employed trader at just 21 years old. He later worked with prestigious firms like Bear Stearns & Company, Coopers & Lybrand, Hambrecht & Quist, and Northwestern Mutual/Robert W. Baird & Company. In 1998, he founded Shaffer Asset Management, where he earned a reputation as a creative and systematic market researcher. His firm used mathematical models to manage assets for both individual clients and major institutions, including Deutsche Bank and Societe Generale. He now employs his proprietary Absolute Investment Strategy model, built on decades of research and designed to manage wealth in any economic climate.

Dan holds a Masters of Science in Accounting from New York University (1986) and a Bachelor of Science in Speech Communications from Syracuse University (1982). He is also a Certified Public Accountant (CPA) (1989) and holds the Chartered Financial Consultant (ChFC) designation (1992) from the American College.

Throughout his career, Dan has received numerous sales awards and has trained and mentored countless professionals in the financial industry. His innovative ideas on goal planning, expectation setting, and record-keeping have inspired both individuals and organizations to systematically unlock their peak potential.
TOPICS

Sales: Art or Science?

Connecting the Dots in a World of Uncertainty

How to Navigate Financial Markets

The Power of Positive Thinking
BOOKS

Profiting in Economic Storms: A Historical Guide to Surviving, Depression, Deflation, Hyperinflation, and Market Bubbles.
Daniel S. Shaffer, CPA, ChFC
PAST CLIENTS

  • Baruch College
  • Fox Business Network
  • Financial Fest 2014 (moneyradio1510)
  • Financial Markets World
  • FX- Week
  • Futures Industry Association, Inc.
  • iGlobal Forum
  • Lind-Waldock & Company
  • Marcus Evans Conferences
  • Striker Securities, Inc.
  • TradeTech (FX)
  • World Research Group


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