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Cfpâ Dustin Smith
Vice President at Pathways Advisory
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Work Experience
Jan 2007 - Present · 18 years
Vice President
Jan 2014 - Present · 11 years
Financial Planner
Jan 2007 - Present · 18 years
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Volunteer
Mar 2006 - Mar 2009 · 3 years
Company Details
2-10 Employees
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 Together we tackle the issues and formulate a unique financial life plan.
Year Founded
2008
Social Media
Linkedin
Industry
Investment Management, Retirement & Financial Planning
HQ Location
684 W. Cromwell Ave. Suite 103 Fresno, CA 93711, US
Keywords
Financial PlanningInvestment ManagementPortfolio DesignRetirement Planningand Investment Advisors
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