“Find one thing that you want to use to separate, differentiate yourself and just go with it. Throw yourself into it and just go with it. It's a great way for you to have some really creative juices, put yourself out there.” – Shari Rash
Shari Rash, founder of Greenway Wealth Advisory, has never been a stranger to financial literacy. Even as a young child, her parents, specifically her dad, always talked with her about money and investing. Perhaps unsurprisingly, she always knew she wanted a career in financial services. After years of working for financial firms, Shari had a desire for independence; she was ready to build her own business her way. Now, Shari continues navigating the landscape with one mission in mind – making money uncomplicated. You don’t want to miss this episode as Shari highlights how she discovered her niche in the independent space and how it allows her to control her destiny as a business owner, podcaster, and blogger.
In Episode 211: Making Money Simple, Shari joins Cambridge CEO Amy Webber to discuss:
Greenway Wealth Advisory is committed to and passionate about providing a high level of service to clients. We believe in having an advice-based relationship and take pride in guiding client decisions based on their goals, risk tolerances and concerns. We work together toward your financial success – whatever that may look like for you! Shari works with families, helping them plan for retirement, review education funding options, and how to care for aging parents. She also works with women who may not be getting the financial attention they deserve as well as millennials who are just starting to accumulate wealth and are seeking help.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Greenway Wealth Advisory and Cambridge are not affiliated.
Integrity, commitment, flexibility, and kindness are at the core of Cambridge’s values and drive the Spirit of Cambridge. Join our host, Cambridge CEO Amy Webber, for each Cambridge Stronger episode as she invites independent financial professionals to offer insight on how they integrate values and purpose in their care for their investing clients; and hear their stories on how they got their start as well as why they are in the advice profession.
The opinions expressed are those of the interviewees and do not represent the opinions or views of the interviewer and/or Cambridge.
Get our succession strategy outlining Cambridge’s commitment to internal control and preserving the independence of the financial advisors we serve.
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Cambridge Stronger is a podcast series hosted by Cambridge CEO and Co-Chairman of the Board, Amy Webber. It is produced by Cambridge – a financial solutions firm where culture counts and values matter most.