Your Advisory Team

Carlos is a Certified Financial Planner™ with several years of experience in financial services. He is actively involved in all aspects of the firm, including financial planning, client services and business development.

Jim is the founder and owner of Financial Pathway Advisors.  He is an experienced and dedicated Certified Financial Planner with over a decade of helping clients achieve their financial life goals as a fee only financial planner. 

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.