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Pathview Wealth Advisors Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

Pathview Wealth Advisors is a financial services firm based in San Diego, California, offering independent wealth management with a tax-focused approach. The team combines CPA-level precision with CFP-certified financial planning to create integrated strategies that go beyond traditional wealth management.

They pursue a holistic, in-house approach to tax planning, seeking opportunities to reduce liabilities and align tax outcomes with the overall financial plan. The firm serves clients who need tax-aware wealth management that accounts for the tax implications of investment decisions. It emphasizes long-term relationships and ongoing accessibility, with team members participating in nonprofit and industry boards, charitable initiatives, and community partnerships as part of its broader mission.

Find Pathview Wealth Advisors employees' phone numbers or email addresses

Pathview Wealth Advisors Global Highlights

Location
Employees

North America
49

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  • United States Of America
    49

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

Pathview Wealth Advisors's Leadership

  • President at Pathview Wealth Advisors
    D. W.
    President
    Mobile Phone
  • President at Pathview Wealth Advisors
    J. M.
    President
    Mobile Phone
  • President at Pathview Wealth Advisors
    J. R.
    President
    Mobile Phone
  • President at Pathview Wealth Advisors
    P. I.
    President
    Mobile Phone
  • President at Pathview Wealth Advisors
    T. P.
    President
    Mobile Phone
  • Founder at Pathview Wealth Advisors
    G. H.
    Founder
    Mobile Phone
  • Owner at Pathview Wealth Advisors
    P. S.
    Owner
    Mobile Phone
  • Controller at Pathview Wealth Advisors
    M. C.
    Controller
    Mobile Phone

Pathview Wealth Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Business
  • Community & Social Services
  • Other

Contact profiles from Pathview Wealth Advisors

Name
Title
Contact
Location
Last Update
  • President at Pathview Wealth Advisors
    D. W.
    President
    Mobile Phone
    Oct 17, 2024
  • Founder at Pathview Wealth Advisors
    G. H.
    Founder
    Mobile Phone
    Oct 23, 2024
  • President at Pathview Wealth Advisors
    J. M.
    President
    Mobile Phone
    Oct 23, 2024
  • President at Pathview Wealth Advisors
    J. R.
    President
    Mobile Phone
    Oct 22, 2024
  • Owner at Pathview Wealth Advisors
    P. S.
    Owner
    Mobile Phone
    Oct 16, 2024
  • President at Pathview Wealth Advisors
    P. I.
    President
    Mobile Phone
    Jun 25, 2025
  • President at Pathview Wealth Advisors
    T. P.
    President
    Mobile Phone
    Oct 22, 2024
  • Controller at Pathview Wealth Advisors
    M. C.
    Controller
    Mobile Phone
    Oct 23, 2024
  • Principal, Director Of Tax Services at Pathview Wealth Advisors
    T. W.
    Principal, Director Of Tax Services
    Mobile Phone
    Oct 17, 2024
  • Systems Manager Of Information Technology at Pathview Wealth Advisors
    S. M.
    Systems Manager Of Information Technology
    Mobile Phone
    Oct 23, 2024

Frequently Asked Questions

What is Pathview Wealth Advisors known for?

Minus sign iconPlus sign iconPathview Wealth Advisors was founded in 2012 and operates in the Financial Services industry. You can contact Pathview Wealth Advisors's main corporate office by phone at
+1-619-295-****
. Explore Pathview Wealth Advisors's company overview page for more information.

What is Pathview Wealth Advisors's most common email format?

Minus sign iconPlus sign iconPathview Wealth Advisors employees' email format typically follows the pattern of FLast@rowling.com. Trying to find reliable and up-to-date employee contact data? Find more Pathview Wealth Advisors email formats with LeadIQ.

How many employees does Pathview Wealth Advisors have currently?

Minus sign iconPlus sign iconPathview Wealth Advisors has approximately 20 employees as of August 2026. These team members are located across 2 continents, including North America and Europe.

Who are Pathview Wealth Advisors's key employees and leadership?

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As of August 2026, Pathview Wealth Advisors's key employees include:

  • President: D. W.
  • President: J. M.
  • President: J. R.
  • President: P. I.
  • President: T. P.

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