Jeffrey S. Karst, CFP^®

Vice President / Financial Planner

Pathways Advisory Group, Inc.

684 W Cromwell Ave, Suite 103
Fresno, CA 93711

(559) 431-4700

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$250,000

General

Jeffrey Karst is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Pathways Advisory Group, Inc. in Fresno, CA and the surrounding communities.

Financial Advisor Overview

Pathways is an independent, fee-only financial planning firm located in Fresno, the heart of California's Central Valley.

Clients come to us for many reasons.
Retirement Planning
Investment Management
Saving Income Taxes
Estate, Gift, and Legacy Planning
Cash Flow and Debt Management

Regardless of the trigger, we appreciate each opportunity. Together we tackle the issues, discuss inefficiencies and formulate a unique financial life plan. As life evolves, so do the discussions. To learn more about us, visit our website http://pathwaysag.com.

Financial Advisor Experience

Jeff joined Pathways in June of 2010 as a Paraplanner. He quickly worked his way up the ranks to become a Financial Planner after passing the CERTIFIED FINANCIAL PLANNER™ examination in March 2011.In 2015 Jeff purchased an ownership stake in Pathways and serves as Vice President of the corporation. He has lived in the Central Valley most of his life, except for the six years he spent serving in the US Navy. His time in the Navy was spent mostly in Bangor, WA on a nuclear-powered submarine. After his Navy time, he went back to school to complete his degree in Business Administration with an emphasis in Finance. In 2010, he completed the Certificate Program in Financial Planning at Fresno State and obtained his CERTIFIED FINANCIAL PLANNER™ certification in 2012. Jeff is an active member of the Financial Planning Association (FPA) and President of the Central California Chapter of FPA. Jeff is one of only two planners in the Fresno area to join the National Association of Personal Financial Advisors (NAPFA).

Jeff and his wife, Angela, have been married since 2005. In May 2010, they welcomed their first two children, twin girls Alexandria and Addison. In December 2011, they bought a home in the community of Appaloosa Acres with their primary thought to just get out of the city. Since then, they have grown into part-time farmers with a small garden, 4 goats, 14 chickens, 6 ducks, 3 geese, 1 turkey, 2 horses, and more animals on the way. Jeff and Angela also enjoy CrossFit, the outdoors, spending time with family, and traveling.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Government & Military, Mutual Funds, Insurance, Life Planning, Retirement, Stocks & Bonds, Sudden Wealth, Personal Taxes