Broker Check
Randy A.  Shaffer, CFP® , ChFC, CLU

Randy A. Shaffer, CFP® , ChFC, CLU

CERTIFIED FINANCIAL PLANNER™ professional

Randy Shaffer is a Registered Representative and Investment Advisory Representative with Osaic Wealth, Inc. where he offers securities and investment advisory services. Osaic Wealth, Inc. is one of the largest independent broker/dealer firms in the country. Randy has been affiliated with Osaic Wealth, Inc. for the past 23 years. He offers traditional insurance products through Shaffer Financial Services.

Randy grew up in the Crawford County area and graduated with a BA degree from Allegheny College in Meadville, Pennsylvania. His industry designations include the Certified Financial Planner™ professional certification (CFP®), the Chartered Financial Consultant (ChFC), and the Chartered Life Underwriter (CLU). His securities registrations include the Series 7, Series 6, and Series 63 and is insurance licensed in Life and Fixed Annuities, Accident and Health, and Variable Life/Variable Annuities.

Randy is a qualifying and life member of the Million Dollar Round Table (MDRT), National Association of Insurance and Financial Advisors, and Kingdom Advisors. In addition to industry involvement, Randy is a member of New Beginnings Church of God, where he has served in various roles over the years.

Randy's hobbies and interests include building and flying control line model airplanes where he is an active member of the Bean Hill Flyers and he enjoys cruising with his wife, Mary, in their 1970 Ford Torino attending various classic car events.

Randy and his wife, Mary, reside in Saegertown, PA.


Qualifying membership in the MDRT is based on minimum commission and gross business generated within a year. Each MDRT status designation is granted for one year only. All members must apply every year to continue their affiliation with the Million Dollar Round Table.