Pathfinder Planning LLC Employee Directory

Financial ServicesUnited States2-10 Employees

Pathfinder Planning LLC provides personal financial planning advice for simple fee to young adults and families in the Lake Wylie and South Charlotte area.

*Easy to understand packages and pricing, no ongoing commissions or fees
*No account minimums or net worth requirements
*Unbiased advice with no product sales
*Keep your current brokerage, bank, insurance agent, and other financial services providers
*Targeted advice helps you meet your specific goals

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

  • Stylized image of a person
    A. S.
    Partner/Director Of Investments
    Phone icon
  • Stylized image of a person
    P. J. H.
    Your Financial Mom
    Phone icon
  • Stylized image of a person
    K. M.
    Associate Advisor
    Phone icon

Contact profiles from Pathfinder Planning LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    A. S.
    Partner/Director Of Investments
    Phone icon
    United StatesNorth Carolina
    Apr 09, 2025
  • Stylized image of a person
    P. J. H.
    Your Financial Mom
    Phone icon
    United StatesSouth Carolina
    Oct 25, 2025
  • Stylized image of a person
    K. M.
    Associate Advisor
    Phone icon
    United StatesTexas
    Oct 18, 2025

Frequently Asked Questions

What is Pathfinder Planning LLC known for?

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Pathfinder Planning LLC operates in the Financial Services industry. The company's main headquarters is located in 8 Mischief Lane, Lake Wylie, South Carolina 29710, US; you can contact the main corporate office by phone at . Explore Pathfinder Planning LLC's company overview page for more information.

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

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Pathfinder Planning LLC employees' email format typically follows the pattern of . 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?

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Pathfinder Planning LLC has approximately 3 employees as of November 2025. 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 November 2025, Pathfinder Planning LLC's key employees include:

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

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