Our Team People first. Finances second.

Robert Penn

Rob Penn, Jr. - CFP®, CRPS®
President & Wealth Advisor

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Rob is president, wealth advisor, and founding partner of Pathfinder Wealth Consulting. He has been working with retirees and pre-retirees since he began his career in the financial services industry more than two decades ago at Morgan Stanley and Investors Financial Group. He is passionate about helping pre-retirees transition into retirement while guiding their families forward.

Born in Long Branch, NJ, Rob grew up in Manassas, Virginia, joining the U.S. Army in 1983. After graduating with honors from Avionics School as an avionics technician, Rob spent the next six years in the aviation branch – achieving the rank of staff sergeant with positions as an avionics maintenance supervisor, air assault instructor, and a reenlistment NCO.

After graduating from Officer Candidate School, he attended the Ordnance Maintenance Basic Course where he was the Distinguished Honor Graduate. He got his first duty choice to serve with the 82nd Airborne as a platoon leader and maintenance officer with the 782nd Maintenance Battalion. His nine years of service included two tours in Korea and nine months in Operation Desert Storm. He received the Bronze Star Medal for his accomplishments in Desert Storm.

Today, Rob resides in Carolina Beach, NC with his wife, Susan. They have two grown sons, Kyle and Kevin. Rob is an avid rebreather diver and spends most of his free time searching for shipwrecks and adding to his megalodon tooth collection.

Professional Certifications, Licenses, and Designations:

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Chartered Retirement Plans SpecialistSM
  • North Carolina Life Insurance Agent
  • North Carolina Accident & Health or Sickness Agent
  • North Carolina Medicare Supplement & Long-Term Care Agent

Community Affiliations:

  • Coastal Conservation Association, Life Member
  • The Cove HOA, Oleander Office Park Association
  • Isaac Bear Early College High School Improvement Team and PTSA (2010-2014)
  • Army Reserves 993rd Transportation Company XO (1999-2001)
  • Coast Guard Auxiliary (1996-1998)
Rob Penn with family
Rob Penn and wife Susan
Rob Penn - diving
Robert Penn
About Rob
Rob Penn, Jr.
President & Wealth Advisor
CFP®, CRPS®
Jason Wheeler
About Jason
Jason T. Wheeler
CEO and Wealth Advisor
CFP®, AIF®, CLU®, ChFC®
John Zachary
About John
John B. Zachary
Partner and Wealth Advisor
CFP®, CRC®
Maggie Ernst
About Maggie
Maggie Ernst
Client Services Manager
Katie Henderson
About Katie
Katie Ann Henderson
Marketing Director
John Lohse
About John
John Lohse
Portfolio Analyst
CFA®
Davis Byrd
About Davis
Davis Byrd
Financial Planning Associate
Lindsay Wright
About Lindsay
Lindsay Wright
Office Administrator
Ross Allen
About Ross
Ross Allen
Financial Planning Associate
CFP®, EA, ATFA