Best Investors Account Sign in
Inactive

Karina Moretz

Pathfinder Planning LLC

Lake Wylie, SC

San Antonio, TX

San Antonio, TX

CRD 8218629

Claim This Profile
Employer firm

Pathfinder Planning LLC CRD 154713

$29.0M regulatory AUM 4 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • OUTSOURCED FINANCIAL PLANNING SERVICES FOR NON-AFFILIATED INVESTMENT COMPANY CLIENTS

From the firm’s Form ADV. Read the guides:

Current Employers
Pathfinder Planning Llc

Lake Wylie, SC • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-02-04
SC RA APPROVED 2026-02-04
  • NC RA
    APPROVED
    Since 2026-02-04
  • SC RA
    APPROVED
    Since 2026-02-04

Branch Locations

Lake Wylie, SC • United States

San Antonio, TX • United States

San Antonio, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pathfinder Planning Llc Lake Wylie SC 01/2026 Present
Pathfinder Planning Llc Lake Wylie SC 02/2022 01/2026
Homemaker San Antonio TX 01/2015 02/2022
Designations
  • Certified Financial Planner
  • Chartered Financial Consultant

View on SEC IAPD

More in Lake Wylie, SC

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor