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Pathfinder Wealth Consulting
Categories
Financial ServicesInvestments / TrustsVeteran Owned
Hours:
Monday - Friday
8:00am - 5:00pmRep/Contact Info
View Personal BioMr. Jason T. Wheeler CFP, AIFJason was born in Dayton, Ohio, but grew up in eastern North Carolina. He graduated from UNCW with a BS in finance and an MBA. Rob Penn, Jason’s business partner, hired him in 1999 and the two began a successful business relationship, highlighted by the formation of Pathfinder Wealth Consulting in 2005.
Jason’s passion for the business begins with helping our clients, working with select families to accomplish their personal and business goals. Jason’s role also includes managing the firm, leading its growth initiatives, and enhancing operations.
Jason resides in Wilmington with his wife, Ashley and their daughter, Merritt.
Mr. Jason T. Wheeler CFP, AIFCEO and Wealth Advisor- Phone: (910) 793-0616
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- 4018 Oleander Drive, Suite 102 Wilmington NC 28403
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