Pathview Wealth Advisors - San Diego, California

Pathview Wealth Advisors is a financial consulting firm that offers a range of services to help individuals and families manage their wealth. With a focus on providing personalized financial advice, Pathview Wealth Advisors aims to help clients achieve their financial goals through careful planning and strategic investment.

The firm is conveniently located at Address: 1455 Frazee Rd Suite 700, San Diego, CA 92108. This central location makes it easy for clients from all over the San Diego area to access the firm's services. The office can be easily reached by car, with onsite parking available for those with mobility concerns. The building is also wheelchair accessible, with a wheelchair accessible entrance and restroom available for clients who require them.

Pathview Wealth Advisors offers a range of services to its clients, including online appointments and onsite services. The firm's financial consultants are available to meet with clients in person or virtually, depending on their preferences and needs. The firm also offers language assistance for clients who speak languages other than English, making it accessible to a diverse range of clients.

One of the key features of Pathview Wealth Advisors is its commitment to providing personalized financial advice. The firm's financial consultants work closely with clients to understand their unique financial situations, goals, and risk tolerance. Based on this information, they develop customized financial plans that are tailored to each client's individual needs.

In addition to its personalized approach, Pathview Wealth Advisors is also known for its expertise in investment management. The firm's financial consultants have a deep understanding of the financial markets and are skilled at developing investment strategies that are designed to maximize returns while minimizing risk. They work closely with clients to understand their investment goals and risk tolerance, and then develop a customized investment plan that is tailored to their specific needs.

Pathview Wealth Advisors has received positive reviews from its clients, with an average opinion of 3/5 on Google My Business based on 2 reviews. Many clients have praised the firm's personalized approach to financial planning and its expertise in investment management.

Overall, Pathview Wealth Advisors is a reputable financial consulting firm that offers a range of services to help clients manage their wealth. With its central location, wheelchair accessible facilities, and personalized approach to financial planning, the firm is well-positioned to serve the needs of clients in the San Diego area. If you are looking for a financial consultant who can help you achieve your financial goals, Pathview Wealth Advisors is an excellent choice. We recommend visiting their website at pathview.com to learn more about the firm and its services.

Reviews of Pathview Wealth Advisors

jon gilbert

5/5

Rowling has been advising and managing for us for about 15 years. They are reliable and trustworthy. I recommend speaking with them if you want a wealth management organization to work for you.

John

1/5

I was looking for a financial advisor to help me plan for retirement and found Steve Doster, a member of Rowling Associates on the Cert Fin Planning org's website. I scheduled an appointment with Steve. Prior to meeting, I began my due diligence with the matter of fiduciary responsibility. This is the top area of concern mentioned on nearly every source of advice on how to select a financial advisor.

After inquiring about this, Steve sent an email cancelling my appointment.

What led to this? After the appointment, I emailed to request a document indicating whether or not he would hold a fiduciary responsibility. A member of his staff indicated that the information could be found in the documents that I had already been sent, and referred to the specific document and section. Unfortunately, that section just referred to the their Code of Conduct document for the details, which would be 'available upon request'. So I made the request. My appointment was then immediately cancelled. Below is the email I received. You be the judge.

"The disclosure documents you received discuss our fiduciary duty to clients and our adherence to professional codes of conduct. As CPAs and CFP professionals, we are required to follow the code of ethics and professional standards of conduct for both professions. Our company code of ethics is part of our much larger compliance policies & procedures, which is a document for internal use only.

In reviewing our communications, I understand you need financial advice quickly. It takes time to complete our financial plans due to our thorough and thoughtful process. It can take us 6-8 weeks to complete a plan depending on a client's complexity. It seems that our firm is not the best fit for you to meet your timing needs, so I am cancelling our introductory meeting. I wish you all the best in your search for a financial planning firm.

Regards,
Steve"