#149 - From PepsiCo to Planning: Andy Fisher’s Shift from Corporate Ops to Fee-Only Advice

Andy Fisher spent 25 years leading operations at a Fortune 500 company before launching Path Setter Financial, a fee-only RIA built on clarity, transparency, and calm.In this episode, we talk about his transition from corporate leadership to advisory firm owner—and what engineering discipline taught him about building better financial planning processes.We discuss how fee structures influence outcomes, why fiduciary advice truly changes the conversation, and how Andy structures discovery to help couples align spending with values. His philosophy is simple: the math is straightforward, but behavior drives results.We also get into real advisor topics—navigating stock comp, pensions, and early retirement windows; launching an RIA; early operational mistakes; implementing a CRM; outsourcing strategically; and the role peer groups play in momentum and accountability.If you’re building or refining your firm, this conversation offers practical insight into process design, client communication, and helping families move from analysis to action.If you found it valuable, follow the show, share it with another advisor, and leave a quick review.Andy's Social:https://www.linkedin.com/in/andy-fisher-16522410/Music from this episode was obtained through Bensound.