Your Advisory Team

Jim is the founder and owner of Financial Pathway Advisors.  He is an experienced and dedicated Certified Financial Planner(tm) with over 16 years of helping clients achieve their financial life goals as a FEE ONLY financial planner. 

Carlos is a CFP® professional with several years experience in financial planning and investments. He holds particular expertise in Student Loan planning and is actively involved in all aspects of the firm.

Luba has been a Certified Financial Planner™ certificant since 1995. She is particularly passionate about working with single women who have gone (or are going through) life changing events such as divorce, widowhood, etc.