Join us in congratulating Tyler Cox, CPA for his promotion to Tax Advisor! Tyler has been a key player in tax return preparation and year-end tax planning for our team since 2022. As a CPA, with a degree in accounting from Point Loma Nazarene, he’s ready to take on this new role. Tyler enjoys outdoor adventures like wake surfing, camping, and beach days. ?? Fun fact: his first job was as a balloon artist at Ruby’s Diner! Congrats, Tyler! ?? #PathviewWealthAdvisors #TaxAdvisor #Promotion #TaxPlanning #TeamUpdate
Pathview Wealth Advisors
金融服务
San Diego,CA 301 位关注者
Good for tax alpha. Great for your portfolio. (Not so great for Uncle Sam.)
关于我们
At Pathview, our tax-centric wealth management services meet unparalleled expertise and approachability. Your financial success is our top priority. With a unique perspective, we combine the precision of a Certified Public Accountant (CPA) and the strategic insight of a CERTIFIED FINANCIAL PLANNER? professional (CFP?). Our mission is simple: to provide our clients with the solutions that transcend traditional wealth management. What sets us apart? Our holistic approach allows us to uncover tax savings solutions and take care of your whole tax life in house. We take pride in our ability to navigate the complexities of taxation, looking for ways to maximize their financial potential while minimizing tax liabilities. But it's not just about numbers for us. You are at the heart of everything we do and we're dedicated to being there every step of the way. Whether it's a simple query or a complex financial puzzle, our team is ready to step in and help our clients feel confident in their financial future. We believe in fostering genuine connections, because at Pathview we're not just managing finances — we're building relationships for the long term. With team members sitting on nonprofit and industry boards, internal charitable initiatives, fundraisers, and community partnerships, we're committed to making a meaningful impact beyond the balance sheet. Charitable giving is not just a part of our work — it's the core of what we do.
- 网站
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https://pathview.com/
Pathview Wealth Advisors的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- San Diego,CA
- 类型
- 私人持股
- 创立
- 2012
- 领域
- Financial Planning、Investments、Wealth Management、Sustainable Finance、Retirement Planning、Tax Planning、Tax Preparation、CPA、CFP?、Finance for Women、Charitable Giving、Fiduciary和Financial Advisors
地点
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主要
8889 Rio San Diego Drive
Suite 202
US,CA,San Diego,92108
Pathview Wealth Advisors员工
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Steve Doster, CFP?
Senior Wealth Advisor at Pathview Wealth Advisors | Full-time RVer in my Airstream trailer
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Juan Aguilar
Partner, COO/CCO at Pathview Wealth Advisors
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Lorenzo Sanchez, CFP?
Principal, Senior Wealth Advisor at Pathview Wealth Advisors
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Wei Lou, CPA, MSA
Tax Manager at Rowling & Associates
动态
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We’re excited to announce Omar A.’s promotion to Wealth Advisor! ?? Since joining the team in 2021, Omar has been instrumental in crafting financial plans and helping clients achieve their goals. As a CFP? professional, with a bachelor of science degree in finance from SDSU, his passion for finance continues to shine. Outside of work, Omar enjoys cooking, exploring new restaurants, and learning new songs on his guitar. Please join us in congratulating Omar on this exciting new chapter! #PathviewWealthAdvisors #WealthAdvisor #Promotion #FinancialPlanning #TeamUpdate
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Last week, the Pathview Team joined the efforts of other local volunteer groups at Feeding San Diego! During our shift, we helped to pack 972 pounds of apples for various programs serving local San Diegans, as well as labeled 3,600 pounds of tortillas for future distributions! We are so thankful for the opportunity to support Feeding San Diego’s mission to end hunger through food rescue.
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