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Randy S

CFP®, ChFC®, Series 63

Conneaut Lake, PA

OSAIC

Randy Shaffer is a financial advisor with OSAIC, holding the CFP® and ChFC® designations, and has 26 years of industry experience. He previously worked at FSC Securities Corporation for 23 years and has owned Shaffer Financial, Inc. since 2000. In addition to his advisory work, he sells and services fixed insurance products including health insurance, life insurance, and fixed annuity products. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a broad network of affiliated advisers, employing asset-allocation tools and multiple investment platforms.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Evan G

Series 66

Conneaut Lake, PA

OSAIC

Evan Gerber is a financial advisor at Osaic Wealth Inc. with a Series 66 designation and one year of industry experience. Prior to joining Osaic, he worked at PwC US Tax LLP and Baker Tilly US LLP, and has experience in education with the Conneaut School District and Thiel College. He has also been involved with Shabby’s Ice-Cream Shack. Osaic Wealth Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing various asset-allocation tools and third-party solutions to manage portfolios across a broad range of investment options.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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