James Shiver, MBA, AFC® oversees Career Planning and Workforce Strategies for an online university with a population of over 30K students and alumni, 75% of whom are service members, veterans, or their families. He previously served for 20 years in the United States Army.

AFCPE: After transitioning from the military, what led you to your current position?

James: As an alum of the university the opportunity to share my story, and the value of education, with others was very appealing.

AFCPE: You recently earned your AFC – congrats! What inspired you to become an AFC?

James: I have always had a passion for personal finance, and previously worked in insurance and financial services.  I was impressed by the AFC program’s focus on financial literacy and helping people develop solid financial habits.

AFCPE: You’re also a new AFCPE Member! What are you most looking forward to since becoming a member?

James: As a new AFCPE member, I am most looking forward to being involved in financial literacy initiatives and networking with other association members.

AFCPE: In relation to your work, what’s got you most excited right now?

James: I am excited about the opportunity to shift professional projects to better align with my personal interests.

AFCPE: What do you enjoy doing in your free time?

James: In my “free time” I enjoy spending time with family and friends, travel, and volunteering in my local community.  I am also involved in a financial technology start-up project.

James Answers the Friday 5:

  1. My Why: Making a positive impact on the lives of others, while continuing my own personal and professional growth.

  2. My Favorite Quote: “Whether you think you can or you can’t, you’re right.” – Henry Ford

  3. My Hero: From a personal standpoint, my “hero” would be my Grandfather who taught be the value of hard work and a positive attitude.

  4. My Favorite Personal Finance Resource: My favorite personal finance resources are as follows:
    • Book: The Automatic Millionaire – David Bach
    • Podcast: Afford Anything – Paula Pant
    • Website: saveandinvest.org

  5. My Best Advice:
    • For someone starting the journey to financial well-being: Educate yourself about personal finance, set realistic financial goals, and develop positive habits supporting your goals.

    • For a new professional entering the field: My advice for a new professional entering the field would be somewhat similar to advice for those we serve.  Most importantly, always DO WHAT IS RIGHT FOR THE CLIENT.  Beyond that, new financial professionals should continue professional development related to personal finance, set both personal and professional goals, and develop positive habits supporting those goals.

Connect with James:

AFCPE community members can connect with me through LinkedIn at https://www.linkedin.com/in/james-shiver.

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