Jason T. Wheeler,  CFP<sup>&reg;</sup> - Financial Advisor

Jason T. Wheeler, CFP®

Owner

Pathfinder Wealth Consulting

4018 Oleander Dr, Ste 102
Wilmington, NC 28403
FINANCIAL ADVISOR'S WEBSITE
(910) 793-0616 CONNECT WITH Jason
  • linkedin link

General

Jason Wheeler is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Pathfinder Wealth Consulting in Wilmington, NC and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 31, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - CLU(R)

Insurance Licenses

  • Life insurance: NC
  • Health/disability insurance: NC
  • Fixed annuities: NC
  • Variable annuities: NC

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Banking, Charitable & Planned Giving, Asset Allocation, Career Change, Investment Management, Estate Planning, Getting Divorced, Employee Benefits, Irregular Income, Getting Married, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Startup, Succession Planning, Long-term Care, Sudden Wealth, Special Needs, Women's Finances

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