11: Finance: Chad Shaw
On this episode of The Hustle, Ben talks to Chad Shaw. Chad is a financial advisor and founding partner of MST Financial, based out of Newport Beach, CA. He and his team approach wealth management by taking a comprehensive and integrated look at their client’s balance sheets, cash flow, investment strategies, risk mitigation strategies, estate planning, and tax strategies. Having personally held over 7,000 meetings ranging from broke to billionaires, Chad has thoroughly researched and observed what it takes to truly be elite when it comes to building, maintaining, and transferring wealth over sustained periods of time. He is often brought in as a specialist to develop or enhance financial plans for clients with privately held business interests, real estate investors and developers, and tax-sensitive individuals. His personal philosophy is that to be above average at anything, one must be willing to think and act differently from the average. Chad is a Certified Financial Planner, Chartered Financial Consultant, Chartered Life Underwriter, and Accredited Estate Planner
