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CFA, CFP, Team USA: Investing Tips From Olympians

Some financial advisers tout their stock-picking success. Others point to the many designations – certified financial planner, chartered financial analyst, certified retirement financial adviser – they have attached to their name.

Investment adviser Taraje Williams-Murray, who competed in judo at the 2004 and 2008 Olympics.

But a select few can boast of an altogether different credential – one that has seemingly little to do with investing, but that’s sure to catch many an investor’s attention: former Olympian.

Sure enough, the occasional Olympic hero finds his or her way from the games to the financial firm down the street. The advisory ranks include such greats as aquatic legend Mark Spitz and speed skater (and two-time medalist) Eric Flaim. But several lesser-known Olympians have also gone on to brokerage houses, insurance agencies and the like. And they say the experience of competing at the highest international level not only defined who they are, but also how they approach managing other people’s money.

We caught up with three such athletes-turned-advisers to hear about their moments of Olympic glory, and to learn a little about their investing philosophy as well.



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About Pay Dirt

  • Pay Dirt examines the millions of consumer decisions Americans make every day: What to buy, how much to pay, whether to rave or complain. Lead written by Quentin Fottrell, the blog examines these interactions, providing readers with news, insight and tips on shopping, spending, customer service, and companies that do right – and wrong – by their customers. Send items, questions and comments to or tweet @SMPayDirt.