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RetireWiseCFP
McLean, VA

Femi Shote

AIF®, CFP®, ChFC®
Wealth Managers for What's NEXT
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Meet Femi

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Sustainable Retirement Income & Growth - Femi Shote
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Disciplined Action vs Grand Theories - Femi Shote
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Anti-Fragile Portfolios - Femi Shote
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Elegant Solutions and Frank Sinatra - Femi Shote
Video Transcripts

Femi founded Asset Harvest Group, LLC (AHG) in 2000, after more than a decade of working in the industry as a financial analyst and advisor. He is a contrarian thinker who does not subscribe to the often frustrating, underperforming conventional thinking of the financial services industry. Femi’s approach is founded upon uncommon sense, disciplined action, and a belief that generating income from a portfolio is the holy grail of financial…

Femi founded Asset Harvest Group, LLC (AHG) in 2000, after more than a decade of working in the industry as a financial analyst and advisor. He is a contrarian thinker who does not subscribe to the often frustrating, underperforming conventional thinking of the financial services industry. Femi’s approach is founded upon uncommon sense, disciplined action, and a belief that generating income from a portfolio is the holy grail of financial planning. The key in Femi’s thinking is to help clients retire-wise with sustainable income, as well as portfolio growth, resulting in personal contentment in their lives.

Among the financial industry’s elite in terms of experience, education, and credentials, Femi’s broad expertise and industry know-how are rivaled only by his unwavering commitment to deliver superior client service. As an independent investment advisor, he does not recommend investments based on corporate mandates. Therefore, Femi’s clients view him as a trusted advisor.

Femi is a member of the National Association of Personal Financial Advisors (NAPFA), the nation’s leading organization dedicated to the advancement of fee-only comprehensive financial planning. Because his mission is not to offer isolated advice, but ongoing counsel, Femi seeks to understand his clients on a deeper level than many advisors. Rather than boast about the number of assets under management, Femi emphasizes quality relationships and derives great satisfaction from helping each client meet their goals. Whether an investment portfolio is $1M or $100M, clients enjoy complete independence, broad and deep expertise, a wide array of innovative investment solutions, unparalleled service, and superior asset protection.

Femi has provided financial newsletters to the New England Patriots, Detroit Lions, and the Buffalo Bills on a variety of investment-related issues. He has been quoted in industry magazines, professional journals, and newspapers, including the Wall Street Journal. He earned a Master of Science in Finance in 1991 from Bentley University, Waltham, Massachusetts. He earned a Bachelor of Science (magna cum laude) in Accounting, Economics and Finance in 1987 from Roger Williams University, Bristol, Rhode Island.

Femi is an avid member of Red Sox Nation, enjoys dancing to Frank Sinatra music on Saturday nights with his wife Kathy and 3 children, and teaching and playing golf with friends and family.

Femi holds the following professional credentials:

Accredited Investment Fiduciary (AIF®) – The Accredited Investment Fiduciary® (AIF®) designation is the mark of commitment to a standard of investment fiduciary excellence. Those who earn the AIF mark successfully complete a specialized program on investment fiduciary standards of care and subsequently passed a comprehensive examination. AIF designees demonstrate a thorough understanding of fi360's Prudent Practices for investment advisors and stewards. You can learn more at: www.fi360.com.

Certified Financial Planner (CFP) – This designation requires comprehensive knowledge in all areas of financial planning. This includes: insurance planning, risk management, employee benefits planning, investment planning, income tax planning, retirement planning, and estate planning. Candidates for the CFP® designation must complete educational requirements necessary to sit for the CFP® exam, which covers over 100 topics on integrated financial planning. In addition to passing the exam, certificants must also complete 3 years of qualifying work experience, complete ongoing continuing education, and adhere to the CFP® Board’s Code of Ethics. You can learn more at: www.cfp.net.

Chartered Financial Consultant (ChFC) – Practically speaking, the ChFC is very similar to the CFP® designation; candidates must demonstrate thorough knowledge of financial planning topics by successfully completing a comprehensive exam covering a broad range of financial planning topics. However, the ChFC coursework contains two electives allowing for concentration on specific subjects. You can learn more at: www.theamericancollege.edu.

Chartered Life Underwriter (CLU) – The CLU is the world's most respected designation of insurance expertise. This prestigious CLU course of study provides in-depth knowledge on the insurance needs of individuals, business owners, and professional clients. You can learn more at: www.theamericancollege.edu.

Master of Science in Finance (M.S.F.) – The M.S.F. is a Master's degree designed to prepare graduates for careers in financial analysis, investment management and corporate finance. You can learn more at: www.bentley.edu/ms/msf.cfm.

Certified Kingdom Advisor® (CKA®) – The CKA® is a designation granted by Kingdom Advisors to individuals who have demonstrated themselves to be able to apply biblical wisdom in counsel, technically competent, ethical, accountable, and a biblical steward. You can learn more at www.kingdomadvisors.com.


Services offered

Investment Management
Financial Planning
Retirement Planning

Experience with

Small business owners
Medical professionals
Business executives
Entrepreneurs
Families
Other professions

Fee structure

Based on % of assets

Certifications and licenses

CFP® - CERTIFIED FINANCIAL PLANNER™
ChFC® - Chartered Financial Consultant®
AIF® - Accredited Investment Fiduciary®
CKA® - Certified Kingdom Advisor®

Memberships

NAPFA - National Association of Personal Financial Advisors

Education

Bachelors
MS
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