Recent News

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

Business RadioX® Interview with Jason Wheeler and Megan Kopka

Get to know Jason Wheeler and Megan Kopka in this Business RadioX® interview, as they hit on topics such as:

  • Three phases of retirement
  • Differences in planning for women versus men
  • Pathfinder Wealth Consulting’s process
  • Proudest moments as advisors

Listen to the full interview.

Entrepreneurfest 2014 Annual Networking Dinner

Jason Wheeler served as the speaker for the annual networking dinner of Entrepreneurfest 2014. Jason, who was recognized as an Outstanding Alumnus of the Cameron School of Business in 2013, presented the topic “Starting, Growing, and Managing a Business: What I’ve Learned So Far.” The event, which was cosponsored by UNCW’s Entrepreneurship and Business Development program and UNCW’s Entrepreneurship Club, was held at the Madeline Suite on the campus of UNCW.

WilmingtonBiz Conference and Expo Speech

As a presenting sponsor, Jason Wheeler of Pathfinder Wealth Consulting gave this speech during the 2014 WilmingtonBiz Expo luncheon held on March 19 at the Wilmington Convention Center. He spoke about working with multiple generations, what it means to be financially independent, the importance of saving for retirement, and three reasons why Pathfinder can help you achieve it.