Pathway Financial Services

Many people believe that their financial well-being is linked solely to their ability to earn a high income. However, true financial independence is learning how to do more with what you already have. Understanding and tending to your fiscal responsibilities requires setting goals and implementing strategies specific to your unique objectives.

Currently we are not taking on new clients so that we can ensure high quality service to our existing clients. Contact us if you'd like to be added to the wait list. Meet in person, via Skype or on the phone to discuss your concerns and review/revise recommendations.

Designed for those who want an analysis of their entire financial situation, discussion of goals, issues and concerns, followed by recommendations and strategies for reaching those goals.Gathering data and analyzing your financial situation to develop a clear picture of your specific needs, issues, and concerns.

As an independent financial management firm, Pathway Financial Services, LLC focuses directly on acting in your best interest at all times by serving your needs with the confidence you seek. We adhere to the fiduciary standard-the highest level of care in the financial services industry.

Pursuit of financial success is provided on your terms because as a fee-only financial planning firm, we have no financial obligations to investment product vendors, no proprietary products to sell and no home-office directives.We are free to use investment products from among all of those available and diligently research these offerings to find the solution that best fits your needs.

Jen Mulder is the founder of Pathway Financial Services and an active member in the Los Angeles Chapter of the Financial Planning Association. After graduation from the UCLA Personal Financial Planning Program in 2009, Jen joined Cetera Advisor Network, working with other planners to learn the craft and art of financial planning in the midst of one of the worst financial crises in recent history.

We may be a small firm, but we have partnered with some of the giants in the financial services industry. Below is a partial list of the companies with whom we have aligned, the roles they play and the services they provide. Pershing, LLC is the custodian of your investment accounts. A subsidiary of BNY Mellon, they have been a global leader of financial solutions for over 100 years and have over $1 trillion in global client assets.