Robert Shaye is a CFP-designated registered investment advisor at Fireside Finances, based in Alameda, CA, with 7 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Investment consulting - $350/hour
- Financial/Educational Seminars (Entity Sponsored) - $1,500 to $5,000 per seminar, depending on length, attendees, and topics.
- Financial/Educational Seminars (Open Door) - $15 to $150 per person, depending on length, topics, and location.
Location
Alameda, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert is a Lieutenant Commander in the U.S. Coast Guard Reserves since 2017, dedicating about 10% of his time. He also teaches Personal Finance at UC Berkeley's Haas School of Business since 2023, taking about a quarter of his time, some of which occurs during trading hours.
Employment History
Current Registrations
Fireside Finances
State Registrations1 state
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