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  • Podcast

Episode 161: Charting a Course for Young Professionals

Andrea Shafer of Cambridge

“There’s something for everyone in our industry, no matter what your talents are. I don’t want people to think ‘I don’t like numbers’ or ‘I don’t want to follow the stock market’ because it’s so much more than that.”

Andrea Shafer’s journey originally began as a law student dreaming of a career in international law. Now, nearly 15 years later, she’s the first vice president of legal at Cambridge. Andrea’s road to success has taken a few twists and turns, including different roles. But, they’ve all had two things in common; hard work and perseverance.

As one of the youngest members of Cambridge’s leadership team, Andrea highlights how she draws from past experiences to help shape the future for the next generation of financial professionals. She brings a fresh perspective and problem-solving mindset to the table, while navigating our industry’s ever-changing regulatory landscape.

Andrea is one of just 40 individuals under the age of 40 selected to receive a 2022 InvestmentNews 40 Under 40 award, a prestigious accolade presented to professionals making a significant positive impact in the advice industry and their local community.

Tune in to Episode 161: Charting a Course for Young Professionals, to hear:

  • Andrea’s journey from marketing to legal

  • How she leverages past experiences to help the industry prepare for future financial professionals

  • What attributes she believes helped her navigate her way to the role of first vice president

  • What advice she offers for anyone looking to join the financial services industry

Don’t miss this episode of Cambridge Stronger to learn more about Andrea’s road to success!

Andrea Shafer of Cambridge

First Vice President, Legal

Andrea Shafer joined Cambridge in 2007 and has nearly 15 years of experience in the financial services industry. As first vice president of Legal, she leads the Disclosures and Dispute Resolution, Regulatory Affairs, and Advocacy & Supervision Teams. Additionally, Shafer is highly involved in the firm’s regulatory matters and serves as a member of the Cambridge Investment Committee. She earned a Bachelor of Arts degree in political science and international relations from Wartburg College and a Juris Doctorate from the University of Iowa College of Law. She holds the FINRA Series 7, 24, and 66 licenses, and is a graduate of Cambridge’s Continuous Improvement Embedded Leaders program.

About Cambridge Stronger

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.

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