Pathfinder Wealth Consulting corporate office is located in 4018 Oleander Dr Ste 102, Wilmington, North Carolina, 28403, United States and has 11-50 employees.
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Departments
Number of employees
Finance
9
Sales
3
C-Suite
2
Operations
1
Marketing
1
| Location | People at location |
| North America | 11-50 |
Explore people who held key positions, contributed to Pathfinder Wealth Consulting's success, and advanced their careers.
Team Leader, Planning ... at Fidelity
Worked as Paraplanner Research Analyst
at Pathfinder Wealth Consulting (2016-2017)
Manager, Financial Pla... at EP Wealth Advisors
Worked as Associate Wealth Advisor
at Pathfinder Wealth Consulting (2022-2023)
Financial Associate & ... at CAPTRUST
Worked as Financial Planning Associate
at Pathfinder Wealth Consulting (2022-2023)
Chief Investment Offic... at Connecticut Wealth Man...
Worked as Investment Associate
at Pathfinder Wealth Consulting (2019-2020)
Vice President SBA Und... at First Bank of the Lake
Worked as Financial Planning Associate
at Pathfinder Wealth Consulting (2018-2021)
Financial Advisor at Hilltop Wealth Advisor...
Worked as Client Service Associate
at Pathfinder Wealth Consulting (2021-2023)
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Pathfinder Wealth Consulting specializes in personalized wealth management, financial planning, retirement planning, and investment strategies tailored to individual goals. They serve a diverse clientele, including retirees, business owners, women, and the next generation, providing guidance through life's financial transitions. With a commitment t... Read More