Femi T. Shote, MSF, ChFC, CLU, CFP®, AIF®, founded Asset Harvest Group, LLC (AHG) in 2000, after more than a decade of working in the industry as a financial analyst and advisor. 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, but offers counsel free of commission conflicts. Therefore, Femi’s clients view him as a trusted advisor, a member of the family, a team player.

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 to offer not 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 clients dollars under management, Femi emphasizes quality relationships and derives great satisfaction from helping each client meet their goals. Whether your investment portfolio is $250,000 or $100 million, you will enjoy complete independence, broad and deep expertise, a wide array of innovative investment solutions, unparalleled service, and superior asset protection. Femi also founded and serves as President of Sports Financial Advisors Association (SFAA), a not-for-profit 501© (6) professional association of advisors dedicated to the highest level of ethics and professionalism in the sports industry. He has provided financial newsletters to the New England Patriots, Detroit Lions, and the Buffalo Bills on a variety of investment-related issues.

An accomplished writer and sought after media source, Femi is often quoted in industry magazines, professional journals, and newspapers, including the Wall Street Journal. He frequently speaks at conferences of various professional, community, and civic organizations and has appeared on “Choose to Save,” a program on WJLA-TV (ABC), Washington, DC. He enjoys spending time with his family and coaching his children’s Odyssey of the Mind teams.

Femi earned a Masters of Science in Finance in 1991from 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.

You can contact Femi at (703) 760-0043 or info@assetharvest.com

Learn more about Femi’s Professional Credentials below.

Professional Credentials – More than Alphabet Soup

In today’s ever-changing world, there’s nothing quite so satisfying as a cold hard fact – or proof that the professional you engage to manage your money has the education, training, and ethical standards to make the most of your resources and take advantage of every emerging opportunity. Femi is proud to have earned the designations that place him in an elite group in the financial planning and investment management industries. Here’s what his designations mean:

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