Pathview Wealth Advisors

Lorenzo Sanchez Lopez is a CFP® professional with nine years of industry experience. He is currently with Pathview Wealth Advisors, where he has worked since 2024. Prior to this, he spent over a decade at Rowling & Associates and Rowling & Associates LLC. Pathview Wealth Advisors provides investment supervisory services, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, estates, charities, and business entities. The firm manages approximately $580 million across discretionary and non-discretionary accounts and offers in-house tax preparation services supervised by a licensed CPA.

Omar Almaraz is a CFP® professional with two years of industry experience, currently serving at Pathview Wealth Advisors. His prior roles include positions at Rowling & Associates LLC and eMONEY ADVISOR. Pathview Wealth Advisors provides investment supervisory services, financial planning, and consulting to individuals—including high-net-worth clients—as well as pension plans, trusts, estates, charities, and business entities. The firm’s investment approach focuses on asset allocation and fundamental analysis, typically utilizing mutual funds and cash equivalents in discretionary portfolios.

Stephen Doster is a CFP® and Series 65 credentialed advisor with 11 years of industry experience. He is currently with Pathview Wealth Advisors and previously worked at Rowling & Associates LLC and Doster Financial Planning. Pathview Wealth Advisors provides investment supervisory services, financial planning, and consulting to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charities, and business entities. The firm manages approximately $580 million using asset allocation and fundamental analysis, with portfolios typically implemented through mutual funds and cash equivalents on a discretionary basis.

Shalmali Kulkarni is a CFP® professional with six years of industry experience. She is currently with Pathview Wealth Advisors, where she has worked since 2024. Prior to this, she spent several years at Rowling & Associates in various roles from 2017 to 2024. Pathview Wealth Advisors provides investment supervisory services, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, estates, charities, and business entities. The firm manages approximately $580 million with an investment approach focused on asset allocation and fundamental analysis, primarily using mutual funds and cash equivalents.

Ashley Stroud is a CFP® and holds a Series 63 license with four years of industry experience. She is currently with Pathview Wealth Advisors, having joined in 2024, and previously worked at Rowling & Associates LLC and Pure Financial Advisors, Inc. Pathview Wealth Advisors provides investment supervisory services, financial planning, and consulting to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charities, and business entities. The firm manages approximately $580 million, focusing on asset allocation and fundamental analysis through discretionary portfolio management and also offers in-house tax preparation supervised by a licensed CPA.