Steve Wolfe, CFP® is founder and president of Pathfinder Financial Advisors LLC (PFA), a financial planning and Registered Investment Advisor firm in Vancouver, Washington. The firm specializes in providing objective financial planning and investment advice to individuals on an hourly, as-needed, or on-going basis.
“My dream was to create a firm where everyday people could come to get objective, affordable financial advice.
I was concerned that most financial advice is offered by firms based on a commission-sales model with potential conflicts of interest, questionable sales tactics, and difficult-to-understand costs. When I learned about the fee-only model of financial planning I knew this was the right path for my business.”
Prior to founding PFA, Steve had a successful, 28-year career as an Operations Manager for Georgia Pacific Corporation, where he was instrumental in leading efforts for profit improvement, strategic planning, organization effectiveness, environmental performance, and product quality. In addition to his professional experience, problem solving skill, and passion for helping others achieve their financial goals, Steve brings a rich variety of life experiences relevant to the financial planning landscape. He has personal experience with switching careers, relocating (several times), assessing stock options, evaluating a severance offer, and downsizing his housing.
Steve originally was educated at the University of Wisconsin Stevens Point with a BS degree in Paper Science and Engineering. He has completed the CERTIFIED FINANCIAL PLANNER™ education program at the University of Portland and has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the certification marks CFP®, Certified Financial Planner™ and CFP® (with flame design) in accordance with CFP Board certification and renewal requirements.
Steve and Beth enjoy the benefits of Northwest living and are avid outdoor enthusiasts, enjoying boating, snow skiing, camping and gardening. Beth is also an entrepreneur and owns Goodnight Design.
Steve Wolfe, CFP® is a proud member of the following organizations, and adheres to their standards of professional excellence and integrity:
These marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® certificants also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.
CFP Board is a nonprofit certification organization with a mission to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning. CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements. CFP Board currently authorizes more than 58,000 individuals to use these marks in the United States. For more about CFP Board, visit www.CFP.net.
The Garrett Planning Network, Inc. is a nationwide network of professional, Fee-Only financial advisors. Garrett members are dedicated to providing competent, independent financial advice to people from all walks of life, on an hourly as-needed basis. Only 1% of the nation's financial planning firms are structured this way. As staunch consumer advocates and Fee-Only client fiduciaries, Garrett members continue to demonstrate their commitment to serving the public's best interests by making competent, Fee-Only financial advice accessible to all people. Many financial advisors accept clients only if they meet certain income and net worth requirements. Garrett members believe, however, that professional, unbiased financial advice is something all Americans need, at least periodically, to build the brightest financial futures. Holding to this philosophy, Garrett members offer the same quality, professional advice to all clients, not just the affluent.
The National Association of Personal Financial Planners (www.napfa.org/). NAPFA members practice Fee-Only financial planning which is client-centered, objective and ethical. NAPFA members are required to fulfill the most rigorous continuing education requirements in the financial planning industry.
Contact Steve for a complimentary, no-obligation Get Acquainted meeting. You don’t have to be rich to get started. Pathfinder Financial Advisors is all about helping clients make smart decisions, enabling them to reach their financial goals and achieve peace of mind.