Dec 27, 2018
SABM Link: https://www.sabmgroup.com/robert-shaye/
Robert Shaye (USCGA ’04) is the Founder of Fireside Finances, a financial education company that delivers financial education through online courses and in-person workshops. After opening his first IRA at age 15 with earnings from mowing lawns and babysitting, Rob has never stopped learning about personal finance and investing. Rob holds an MBA from the UC Berkeley Haas School of Business and is a CERTIFIED FINANCIAL PLANNER™.
In this episode, Robert and I discuss:
- His path from the Coast Guard to financial planning
- Why he chose to educate clients vs. manage their assets
- His innovative marketing strategy for getting new clients
Connect with Robert:
If you found this episode valuable, please share it with a friend or colleague. If you are a Service Academy graduate and want to take your business to the next level, you can join our supportive community and get started today.
Subscribe and help out the show:
- Subscribe on iTunes
- Subscribe on Stitcher
- Leave us a 5-star review!
Special thanks to Robert for joining me this week. Until next time!
-Scott Mackes, USNA ’01