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Pathfinder Financial Services, LLC, is a fee-only financial planning and investment management firm. Our goal is to provide personalized, comprehensive, and transparent financial services to our clients. We help our clients navigate their financial lives by offering tailored investment strategies, executor checklists, and insights into startup ISOs, RSUs, and NSOs. Our team, led by David Jacobs, Ph. D., CFP, is dedicated to delivering concierge-level service and expertise focused on each client's unique needs.