Pathways Advisory Group Inc

Specialties

Our goal is to build a financial plan to help you achieve clarity, simplicity, security and peace of mind. The first few meetings are exploratory. We learn about each other, determine whether we can help you, and decide if there is a good fit. Planning is hard work and, thus, requires a commitment of time and energy.

During these early meetings, we want to uncover your values and goals. Then, after addressing any urgent issues, we begin to formulate a plan. It will not happen overnight. During the planning process, we face many options and choices. We are careful to help you weigh the variables and make well-​informed decisions. We spend considerable time educating and clarifying issues. Once we are well established, we meet (at a minimum) twice a year on an ongoing basis. This ongoing process prepares us for important discussions that come with each new chapter of life.

History

Established in 2008.

For a detailed history, please visit our website at www​.path​waysag​.com.

Meet the Business Owner

David W.

Business Owner

David hails from Pittsburgh, Pennsylvania. After graduating with a degree in Psychology from Penn State University in the early seventies, he ventured west to California and obtained a Master’s in Psychology from Fresno State. He began to teach, but a mid-​life career crisis shifted his focus to financial planning in 1984. He was awarded the Certified Financial PlannerTM certification in 1987.

David and his wife, Sandi, built a home in the foothill community of Yosemite Lakes Park in 2005. In the hills and above the fog. Sandi, a retired kindergarten teacher, loves to garden despite the challenges of ground squirrels, gophers, moles, weeds, bugs, and dog Mica. She also successfully herds two cats and one husband. David likes to play chess and write. They both love golf and travel. Travel includes excursions to San Diego to visit daughters Leah and Megan and grandchildren Silas and Naima.