A complete list of active advisors currently associated with Fireside Finances, LLC

Warmer can help you find a great advisor at Fireside Finances, LLC or one who fits your needs even better.

Fireside Finances works primarily with employers to deliver ongoing financial wellness programs and with individuals who seek hourly financial planning or investment consulting. Services include employee workshops and seminars (both entity-sponsored and public), 401(k) plan review and consulting, and targeted one-off advice such as stock option and retirement-account analysis. The firm’s client work is education-centered and consultative, emphasizing low-cost, diversified investments (primarily ETFs and low-cost mutual funds), tax-aware recommendations, and adjustments to asset allocation based on risk tolerance and goals. Fireside Finances does not manage client assets, hold custody, or exercise trading discretion; implementation of recommendations is left to clients. What is distinctive is the combination of recurring employer programs and public seminar offerings with direct hourly consulting for individuals, plus a formal process to vet and provide short lists of other advisers for client follow-up—practices that are uncommon for firms in this category. The firm also relies on an educational orientation informed by its principal’s academic teaching activities, and it explicitly does not rely on percentage-of-assets fees.

To learn more about the advisors currently working at Fireside Finances, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Robert Shaye	Alameda, CA	7

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