#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…
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