- Fee-Only Financial Services
- Comprehensive Financial Planning
- Free Initial Consultation
- Investment Management
- Retirement Planning
- Education Planning
- Elder Care Issues
- Estate Planning
- Insurance Analysis
- Charitable Giving and Trusts
- Planning for Business Owners
- Cash Flow and Budgeting
Vancouver, WA 98662
Steven Wolfe is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?
Pathfinder's primary focus is on those planning for retirement and entering retirement. We'll help you understand the complex questions concerning investments, social security, rollovers, and how much you can safely spend. The firm also specializes in helping young professionals determine their financial strategy.
Prior to founding PFA, Steve had a successful, 28-year career as an Operations Manager for Georgia Pacific Corporation, where he was instrumental in leading efforts for profit improvement, strategic planning, organization effectiveness, environmental performance, and product quality. In addition to his professional experience, problem solving skill, and passion for helping others achieve their financial goals, Steve brings a rich variety of life experiences relevant to the financial planning landscape. He has personal experience with switching careers, relocating (several times), assessing stock options, evaluating a severance offer, and downsizing his housing.
Steve originally was educated at the University of Wisconsin Stevens Point with a BS degree in Paper Science and Engineering. He has completed the CERTIFIED FINANCIAL PLANNER™ education program at the University of Portland and has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the certification marks CFP®, Certified Financial Planner™ and CFP® (with flame design) in accordance with CFP Board certification and renewal requirements.
Steve and Beth enjoy the benefits of Northwest living and are avid outdoor enthusiasts, enjoying boating, snow skiing, camping and gardening. Beth is also an entrepreneur and owns Goodnight Design.