Ami Shah has one mission: to change the way families experience financial advice. In this episode of The Advisor Journey, Ami Shah, co-founder and CEO of Steward, shares how her path from McKinsey and Facebook led her to build a firm designed for first-generation wealth builders. She opens up about the personal story that sparked her calling, the operational systems that fueled Steward’s $60M growth, and how her “CORE” framework (Confident, Organized, Relieved, Engaged) helps families feel in...
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Ami Shah has one mission: to change the way families experience financial advice. In this episode of The Advisor Journey, Ami Shah, co-founder and CEO of Steward, shares how her path from McKinsey and Facebook led her to build a firm designed for first-generation wealth builders. She opens up about the personal story that sparked her calling, the operational systems that fueled Steward’s $60M growth, and how her “CORE” framework (Confident, Organized, Relieved, Engaged) helps families feel in...
From Client to Advisor: Chris Mastro’s Journey to Impact Fiduciary
The Advisor Journey
26 minutes
9 months ago
From Client to Advisor: Chris Mastro’s Journey to Impact Fiduciary
In this episode of The Advisor Journey, hosts Jason Wenk and Dasarte Yarnway sit down with Chris Mastro of Impact Fiduciary to discuss his unique path to becoming a financial advisor. Starting as a client inspired by his own advisor’s impact, Chris made the leap into financial planning after a creative career in photography and operations. Learn how Chris’s blend of empathy, problem-solving, and a passion for sustainable investing fuels his practice, plus his advice for career changers aspiri...
The Advisor Journey
Ami Shah has one mission: to change the way families experience financial advice. In this episode of The Advisor Journey, Ami Shah, co-founder and CEO of Steward, shares how her path from McKinsey and Facebook led her to build a firm designed for first-generation wealth builders. She opens up about the personal story that sparked her calling, the operational systems that fueled Steward’s $60M growth, and how her “CORE” framework (Confident, Organized, Relieved, Engaged) helps families feel in...
