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"Just ticking boxes is not the ultimate goal here. Embracing a culture of teamwork and discipline is."
— Atul Gawande, The Checklist Manifesto
fpPathfinder was founded in 2018 to bridge the gap between complexity and clarity. Our team is dedicated to helping advisors unravel the intricacies of financial planning concepts and translate them into actionable steps that you can implement with confidence.
At fpPathfinder, our team thrives on two fundamental values that define our culture and drive our success:
Create something amazing, attend to details, solve problems with creativity and resourcefulness. We take pride in delivering exceptional results that exceed expectations, constantly pushing the boundaries of what is possible.
Ask questions rigorously, continually learn and improve, be alert to what’s coming. We stay ahead of the curve, anticipating trends and developments, and remain vigilant to what the future holds, enabling us to adapt and innovate in an ever-evolving landscape.
Co-Founder | CFP®
Co-Founder | MSFS, MTAX, CFP®, CLU, CHFC, RHU, REBC, CASL