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Pathfinder Planning LLC Employee Directory

Financial ServicesSouth Carolina, United States2-10 Employees

Pathfinder Planning LLC is a financial services firm based in Lake Wylie, South Carolina, serving young adults and families in the Lake Wylie and South Charlotte area with personal financial planning. The firm emphasizes straightforward pricing and does not rely on ongoing commissions or sales of financial products. It has no account minimums or net worth requirements, and the guidance is designed to be unbiased and independent of product sales. Clients can retain their existing brokerage, bank, and insurance relationships while receiving targeted advice to help meet specific goals. The company operates with a small team, underscoring a local, client-focused approach within the financial services field.

Find Pathfinder Planning LLC employees' phone numbers or email addresses

Pathfinder Planning LLC Global Highlights

Location
Employees

North America
6

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  • United States Of America
    6

Pathfinder Planning LLC's Leadership

  • Partner/Director Of Investments at Pathfinder Planning LLC
    A. S.
    Partner/Director Of Investments
    Mobile Phone
  • Lead Advisor at Pathfinder Planning LLC
    K. M.
    Lead Advisor
    Mobile Phone
  • Your Financial Mom at Pathfinder Planning LLC
    P. J. H.
    Your Financial Mom
    Mobile Phone

Pathfinder Planning LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Other

Contact profiles from Pathfinder Planning LLC

Name
Title
Contact
Location
Last Update
  • Partner/Director Of Investments at Pathfinder Planning LLC
    A. S.
    Partner/Director Of Investments
    Mobile Phone
    United States, North Carolina
    May 04, 2026
  • Lead Advisor at Pathfinder Planning LLC
    K. M.
    Lead Advisor
    Mobile Phone
    United States, Florida
    Apr 17, 2026
  • Your Financial Mom at Pathfinder Planning LLC
    P. J. H.
    Your Financial Mom
    Mobile Phone
    May 28, 2026

Frequently Asked Questions

What is Pathfinder Planning LLC known for?

Minus sign iconPlus sign iconPathfinder Planning LLC operates in the Financial Services industry. You can contact Pathfinder Planning LLC's main corporate office by phone at
+1-704-301-****
. Explore Pathfinder Planning LLC's company overview page for more information.

What is Pathfinder Planning LLC's most common email format?

Minus sign iconPlus sign iconPathfinder Planning LLC employees' email format typically follows the pattern of First@pathfinderplanningllc.com. Trying to find reliable and up-to-date employee contact data? Find more Pathfinder Planning LLC email formats with LeadIQ.

How many employees does Pathfinder Planning LLC have currently?

Minus sign iconPlus sign iconPathfinder Planning LLC has approximately 4 employees as of September 2026. These team members are located across 1 continents, including North America.

Who are Pathfinder Planning LLC's key employees and leadership?

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As of September 2026, Pathfinder Planning LLC's key employees include:

  • Partner/Director Of Investments: A. S.
  • Lead Advisor: K. M.
  • Your Financial Mom: P. J. H.

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