Advisor at PathFinder Financial Services
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
PathFinder Financial Services
Location
El Paso, TX
Credentials
Series 63, Series 66
Industry experience
21 years
Stephanie Calderas is a financial advisor at PathFinder Financial Services with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including MRM Asset Allocation Group, Royal Alliance Associates, and First Independent Advisory Services. Outside of advising, Stephanie is an Enrolled Agent who prepares tax returns, a licensed life, health, and disability insurance agent, and a licensed real estate agent in Missouri. PathFinder Financial Services provides discretionary and non-discretionary investment management to individuals and pension/profit-sharing plans, focusing on portfolio construction aligned with client goals and risk tolerance. The firm employs a fundamental, long-term investment approach and utilizes independent third-party managers for portions of client portfolios.
Based on PathFinder Financial Services
Based on PathFinder Financial Services
$1.00 - $100,000: 1.5% $100,001 - $500,000: 1.00% $500,001 - $1,000,000: 0.85% $1,000,001 - $1,500,000: 0.70% $1,500,001+: 0.50%
Advisory professionals may receive commission-based compensation for the sale of insurance products.
El Paso, TX
Florida · Missouri · New Mexico · Texas
PathFinServ LLC
2017 - Present (9 years)
MRM Asset Allocation Group, Inc.
2016 - 2023 (7 years)
Royal Alliance Associates, INC.
2015 - 2016 (1 year)
First Independent Advisory Services, Inc.
2012 - 2016 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
El Paso, TX
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Truvize Financial Planning
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