


Pathfinder Wealth Advisors Email Formats
Financial Services • Mayfield Heights, Ohio, United States • 1-10 Employees
Pathfinder Wealth Advisors Email Formats
Pathfinder Wealth Advisors uses 1 email format. The most common is {first initial} (e.g., j@pathfinderwealthadvisors.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@pathfinderwealthadvisors.com | 100% |
Key Contact at Pathfinder Wealth Advisors
Josephine Laspina Trotta
President
Company overview
| Headquarters | 6120 Parkland Blvd, Suite 225, Mayfield Heights, Ohio 44124, US |
| Phone number | +12162366702 |
| Website | |
| NAICS | 52 |
| Founded | 2014 |
| Employees | 1-10 |
About Pathfinder Wealth Advisors
We created Pathfinder Wealth Advisors to meet the unique planning needs of each individual. We do the most important thing an advisor can do…we guide you on the path to a successful life. INVESTMENT STRATEGIES-Customized investment portfolio design RETIREMENT SOLUTIONS-Develop a plan to achieve your dreams INCOME TAX STRATEGY-Maximize the effectiveness of your financial decisions LEGACY PLANNING-Your legacy plan that provides you peace of mind CHARITABLE GIVING-Achieve philanthropic goals with customized strategies EDUCATION PLANNING-A funding strategy customized to your family’s needs
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Pathfinder Wealth Advisors has never raised funding before.
Pathfinder Wealth Advisors Tech Stack
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Frequently asked questions
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