John Zachary is promoted to Associate Wealth Advisor after 8 years of service at Pathfinder.
John Zachary has been promoted to Associate Wealth Advisor at Pathfinder Wealth Consulting. A true “Wilmingtonian,” John grew up here with his family. He graduated from UNCW in 2009 with a BS in Finance and Business Management. As he began his career at Pathfinder upon graduation, he was hired as a Paraplanner and assisted with the financial planning process. He soon took on the Financial Analyst role as well and has been assisting both advisors for planning and investment needs ever since. He began working on his CFP in 2011, which is the highest degree of excellence for financial planning professionals. John obtained his certification and became a CERTIFIED FINANCIAL PLANNER™ in 2012. At this time, he stepped into his most recent role, Director of Financial Planning Services. John is a member of the Financial Planning Association (FPA) and, most recently, a graduate of the 2017 Class of Leadership Wilmington, a program through the Wilmington Chamber of Commerce. Personally, he is a member of the Surfrider Foundation and Appalachian Trail Conservancy.
Jason earns Chartered Financial Consultant (ChFC®) Designation, Financial Planning’s Highest Standard
Jason Wheeler, CEO and wealth consultant at Pathfinder Wealth Consulting, has earned the Chartered Financial Consultant® (ChFC®) professional designation from The American College, Bryn Mawr, PA.
Candidates for the ChFC® designation must complete a minimum of nine courses and 18 hours of supervised examinations. They must also fulfill stringent experience and ethics requirements. Over 50,000 individuals have been awarded the ChFC® designation since its inception in 1982 and the credential is widely regarded as the highest standard of knowledge and trust for financial planning professionals.
The ChFC® program prepares professionals to meet the advanced financial needs of individuals, families and small-business owners. ChFCs can identify and establish specific goals and then formulate, implement and monitor a comprehensive plan to achieve those goals. Individuals who earn a ChFC® can provide expert advice on a broad range of financial topics including financial planning, wealth accumulation and estate planning, income taxation, life and health insurance, business taxation and planning, investments and retirement planning.
The American College is the nation’s largest non-profit educational institution devoted to financial services. Holding the highest level of academic accreditation, The College has served as a valued business partner to banks, brokerage firms, insurance companies and others for over 86 years. The American College’s faculty represents some of the financial services industry’s foremost thought leaders. For more information, visit TheAmericanCollege.edu.
“Lunch with a Friend” article in Salt Magazine
Jason Wheeler was featured in the September Issue of Salt Magazine’s “Lunch with a Friend” as he gave his insight to “true wealth.” The article includes a great snapshot of what it means to create a financial plan and feel financially secure. Learn a little more about how Jason became a financial advisor and the vision of Pathfinder Wealth Consulting. Salt Magazine article