Jasonwheeler
Follow Jason Linkedin Facebook
Email Jason Email

Jason Wheeler

CEO, Pathfinder Wealth Consulting
BIO

JASON T. WHEELER, CFP®, AIF®, CLU® Jason Wheeler is CEO and founding partner of Pathfinder Wealth Consulting. He began his financial career in 1999 and worked for Morgan Stanley and Investors Financial Group before opening Pat  

...Read Entire BIO
Financial
May 1, 2019

Retirement By Design

I have been working with folks transitioning to retirement for 20 years.  When I started in my career, it was the Greatest Generation retiring. Now it is all Baby Boomers.   There is a sta ...

Financial
Dec 4, 2018

Delayed Gratification: The Key to Financial Success

This Insights article was contributed by Katie Henderson, Marketing Director for Pathfinder Wealth Consulting. The first item I bought with my own money was a little wooden barn for my toy horse ...

Financial
Nov 20, 2018

Retire with “Style”

This Insights column was contributed by Katie Henderson, Marketing Director for Pathfinder Wealth Consulting Polka dots with stripes. Navy and black. White after Labor Day. These are all style ...

Financial
Nov 20, 2018

Stay in the Know About Family Finances

This Insights column was contributed by John Zachary, CFP®, Associate Wealth Advisor with Pathfinder Wealth Consulting. I recently had a prospective client come into my office who lost her husb ...

Financial
Nov 20, 2018

Take Your First Steps Toward Financial Independence

This Insights column was contributed by Katie Henderson, Marketing Director for Pathfinder Wealth Consulting. I run ultramarathons - up mountains, over rocks and roots, and through rivers. I lov ...

Pwc gwbj q2 2014 block 2x 6191492147 112018104651
Ico insights

INSIGHTS

SPONSORS' CONTENT
Burrus rob headshot 300x300

Spreading Wings for Flight: 2nd Annual Trade Show Highlights the Ingenuity of UNCW Business Students

Robert Burrus - Cameron School of Business - UNC-Wilmington
Untitleddesign7

Mastering ARC Applications: Best Practices for HOA Board Members

Dave Orr - Community Association Management Services
Unknown 7112393341

Why Feasibility is Paramount to Success

Holly Segur - Lead Intuitively – Corporate Coaching

Trending News

City Club, Event Center On The Market For $7.5 Million

Emma Dill - Apr 16, 2024

Wilmington Tech Company Tapped For Federal Forestry Contract

Audrey Elsberry - Apr 15, 2024

Commercial Real Estate Firm Promotes Adams, Mitchell To Vice President Roles

Staff Reports - Apr 16, 2024

New Hanover Industrial Park To Get $3.3M In Incentives For Expansion, New Jobs

Emma Dill - Apr 15, 2024

Gravette Named Executive Director Of Nir Family YMCA

Staff Reports - Apr 16, 2024

In The Current Issue

EMS Program At CFCC Receives Accreditation

CFCC recently announced its emergency medical services program has achieved accreditation from the Commission on Accreditation of Allied Hea...


Harjo Leads Indigent Defense

Since Jennifer Harjo opened New Hanover County’s Public Defender’s Office in 2008, she has strived to ensure her clients receive their Const...


Surgery Center Recognized By Orthopedic Organization

Brunswick Surgery Center recently received four certificates of excellence from accreditation organization DNV Healthcare....

Book On Business

The 2024 WilmingtonBiz: Book on Business is an annual publication showcasing the Wilmington region as a center of business.

Order Your Copy Today!


Galleries

Videos

2024 Power Breakfast: The Next Season