What departments does Pathway Financial Design have?

Pathway Financial Design has employees across 3 departments including Operations, Finance, Administrative.

What is the largest department at Pathway Financial Design?

The largest department at Pathway Financial Design is Finance with 3 employees.

Where are Pathway Financial Design employees located globally?

Pathway Financial Design has employees across 1 continents and 1 countries including United States Of America.

How has Pathway Financial Design's team size changed over time?

Pathway Financial Design's team has grown from approximately 11 to 12 employees based on available data.

Learn more at LeadIQ.com

Pathway Financial Design Employee Directory

Financial ServicesUnited States11-50 Employees

Pathway Financial Design began in 2004 to provide a full service financial planning opportunity. Not only do we run a complimentary plan for clients, we also offer the option to join us as an agent. We are a full service financial planning firm; part of a co-op of independent agencies throughout the USA which gives us access to a variety of companies and products. Our mission is to help all families become financially independent through education with a financial coach.

Find Pathway Financial Design employees' phone numbers or email addresses

Pathway Financial Design Global Highlights

North America
18

United States Of America
18

Pathway Financial Design's Leadership

D. R.
Chief Executive Officer
Mobile Phone
Email
D. J. K. C.
Co-Founder / Chief Operating Officer/ Personal Financial Advisor
Mobile Phone
Email
J. B. C.
Owner
Mobile Phone
Email
K. T.
Owner
Mobile Phone
Email
M. M. C.
Partner, Financial Planner And Wealth Manager
Mobile Phone
Email
K. T.
Owner
Mobile Phone
Email
M. J.
Insurance Manager
Mobile Phone
Email
M. V. O.
Senior Agency Manager
Mobile Phone
Email

Pathway Financial Design Employee Metrics

100%

50%

2026

2025

Banking
Business
Community & Social Services
Accounting
Administrative
Other

Contact profiles from Pathway Financial Design

Name

Title

Contact Info

Location

Last Update

B. R.
Jr Planner
Mobile Phone
Email
May 21, 2025
J. B.
Certified Financial Planner
Mobile Phone
Email
United StatesMichigan
Jun 14, 2025
J. M.
Associate
Mobile Phone
Email
Jul 07, 2024
D. L.
Office Administrator
Mobile Phone
Email
United StatesMichigan
Dec 16, 2025

Frequently Asked Questions

What is Pathway Financial Design known for?

Pathway Financial Design operates in the Financial Services industry. The company's main headquarters is located in United States; you can contact the main corporate office by phone at

+1-205-752-****

. Explore Pathway Financial Design's company overview page for more information.

What is Pathway Financial Design's most common email format?

Pathway Financial Design employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Pathway Financial Design email formats with LeadIQ.

How many employees does Pathway Financial Design have currently?

Pathway Financial Design has approximately 11 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Pathway Financial Design's key employees and leadership?

As of December 2025, Pathway Financial Design's key employees include:

Chief Executive Officer: D. R.
Co-Founder / Chief Operating Officer/ Personal Financial Advisor: D. J. K. C.
Owner: J. B. C.
Owner: K. T.
Partner, Financial Planner And Wealth Manager: M. M. C.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.