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Your Advisory Team

Your dedicated and experienced team of New Jersey based fee only financial planners and coaches has only one agenda.  Your financial success.  Give us a call and see how we can help you achieve all of your financial goals!  

Carlos D. Ruiz, CFP®

Certified Financial Planner

(866) 635-8518 x702

cruiz@financialpathways.net

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.

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James Kinney, CFP®

Founder and Owner

(866) 635-8518 x701

jkinney@financialpathways.net

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. 

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Luba Globerman, CFP®

Certified Financial Planner

(866) 635-8518 x700

lgloberman@financialpathways.net

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.  

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