News Pathfinder in the News

Yes, a recession is coming. I can say with (almost) certainty that a recession is coming. But do I know when, how long, or how bad it will be? No.

Pathfinder Wealth Consulting is honored to announce that our CEO, Jason T. Wheeler, CFP®, AIF®, CLU®, ChFC®, has been named to Forbes’ Best-in-State Wealth Advisors list for 2022, the fourth year in a row.

At Pathfinder Wealth Consulting, we help many business owners and executives transition into retirement; but retirement looks different for everyone, and many people would rather not “retire,” instead shifting to less hours, different duties, and more meaningful activities. To have these options, we look for success in succession planning.

Pathfinder Wealth Consulting is proud to announce that John B. Zachary, CFP® has earned the Certified Retirement Counselor® (CRC®) certification conferred by the International Foundation for Retirement Education (InFRE).