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2024 Gold Sponsor David Shaffer, ARM, CPRIA

David Shaffer, ARM, CPRIA

My hometown is Oakland, CA and today I live in Lafayette with my amazing partner, Tricia, her son, my daughter, and our cat.  After graduating from UCLA in 1978, I began my insurance career at an insurance agency in San Francisco.

In 1983, I became the Agency Principal of David Shaffer Insurance Services and recently celebrated my 27th year in business as a Professional Independent Insurance Agency.  My personal interests include cooking, hiking, downhill skiing, photography, various volunteer work, and traveling. In 2019, I spent three incredible weeks in Portugal and during the 2020 Thanksgiving week, enjoyed five incredible days in Yosemite.

Heffernan-Brignole


COMPANY HIGHLIGHT:
What really sets my agency apart from other insurance agencies and licensed agents is how we approach our insurance work. We start with the premise we always do what is in the best intertest of our clients. We will not provide any premium indication, known as a quote, or suggest any insurance company that we represent until after an extensive review of all the existing insurance coverage, the completion of a unique Insurance Risk and Attitude Questionnaire, and after we have identified thoroughly all the assets at risk.  In contrast, most agents or agencies will just want to provide immediately a quote without any deep analysis. Click Here for more information.

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Join The FPA East Bay Chapter​

​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​The mission of the Financial Planning Association (FPA) is to elevate the profession that changes lives through the power of financial planning. FPA is the premier professional organization for financial services professionals. Our Chapter, FPA of the East Bay, is an experienced and diverse group of over 300 financial planning professionals. The Chapter is governed by a volunteer Board of Directors, and supported by sponsors and committee members who work to foster a core set of values: Competence, Integrity, Relationships, and Stewardship.

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