Pathway Financial Service

At Pathway Financial Planning, we understand that every individual has unique financial goals and objectives. Our mission is to provide personalized financial planning and wealth management services to help our clients navigate their financial journey. As a certified financial planner, our founder, Oscar, takes a collaborative approach to understand your financial situation, risk tolerance, and investment goals. We design customized portfolios that align with your objectives, ensuring that you're on the right track to achieving financial success.

Our Services

Our comprehensive financial planning services include investment management, financial planning, and wealth management. We specialize in assisting individuals going through life transitions, such as divorce, death of a spouse, or inheritance. Our Certified Divorce Financial Analyst (CDFA) can help you understand the true cost of divorce and develop a plan to secure your financial future. We also provide divorce assistance, ensuring that you're prepared for the financial implications of this significant life event.

As a fiduciary, we put our clients' interests above our own, providing unbiased financial advice and recommending only products that align with your financial goals. We believe in transparency and honesty, ensuring that our clients receive the best possible guidance to make informed decisions about their financial well-being.

Investment Philosophy

Our investment philosophy is centered around understanding our clients' risk tolerance, investment goals, and time horizon. We believe in diversification, asset allocation, and regular portfolio rebalancing to ensure that our clients' investments remain aligned with their objectives. We take a long-term approach to investing, focusing on sustainable growth and minimizing volatility.

Making a Difference

At Pathway Financial Planning, we're committed to making a positive impact in our community and beyond. We participate in the Backpacks for Honduras Students project, providing school supplies to underprivileged children in Honduras. This initiative aims to educate Hondurans, enabling them to improve their lives, escape poverty, and become future leaders in their country.