Financial Pathways

Specialties

Financial Pathways is an independent fee only financial planning firm. We help our clients plan for retirement, college, and other financial goals. As an independent firm, the advice we offer is our own, we are not controlled by Wall Street or the insurance industry. As NAPFA registered FEE ONLY advisers we do not sell any financial products for commission, reducing conflicts of interest. Our goal is to provide sound advice, based solely on our clients needs.

Specialties include retirement planning, financial planning for college, divorce financial planning, fee only investment advice and wealth management, and hourly fee financial advice.

While we do manage investment accounts for many of our clients, we are also one of a small number of financial planning firms who will accept clients on an hourly fee only basis. We thus make professional financial planning and investment advice available to those who do not have money to invest, or who prefer to manage their own investment accounts.

Call Financial Pathways today for a free initial consult and to learn more about how financial planning can bring your dreams to life.

History

Established in 2007.

Financial Pathways was founded in 2007 by James Kinney.

From 1990 to 2003 Jim had enjoyed a successful entrepreneurial career as co-​founder and Chief Operating Officer of Shore to Shore Inc., an international provider of apparel tags and labels. (Shore to Shore has since been acquired by Checkpoint Systems Inc.)

In 2004 Jim started putting his financial skills to work in a friend’s financial planning firm, then left to start his own firm in 2007.

Luba Globerman joined the firm as partner in 2008, and has since developed a specialty working with single women and divorce financial planning.

Meet the Business Owner

James K.

Business Owner

1984-​BS Business Administration, Drexel University

1990 MBA Fairleigh Dickinson University

1990 — 2003 Co-​founder Chief Operating Officer, Shore to Shore Inc.

2004 – 2006 Financial Planner, Frontier Financial Planning and Capital Management

2008 — earned Certified Financial Planner™ designation

2007-​present — owner, Financial Pathway Advisors, LLC