Advisors at this firm
Jeffrey K
Series 65
Fresno, CA
Pathways Advisory Group, Inc.
Jeffrey Karst is a financial advisor with Pathways Advisory Group, Inc. in Fresno, CA. He holds a Series 65 designation and has 14 years of industry experience, including over 16 years with Pathways. Pathways Advisory Group provides financial planning and investment advisory services to individuals, trusts, retirement plan sponsors, and business entities. The firm employs an evidence-based, asset-allocation approach focused on low-cost, broadly diversified mutual funds and ETFs, operating primarily on a non-discretionary basis with regular portfolio monitoring and quarterly reporting.
Dustin S
CFP®, Series 65
Fresno, CA
Pathways Advisory Group, Inc.
Dustin Smith is a CFP® professional with 21 years of industry experience, currently serving at Pathways Advisory Group, Inc. in Fresno, CA. He has been with Pathways Advisory Group since 2008, contributing to the firm’s team of four advisors. Pathways Advisory Group provides financial planning and investment advisory services to individuals, trusts, retirement plan sponsors, and business entities, emphasizing an evidence-based, asset-allocation approach using low-cost, broadly diversified mutual funds and ETFs. The firm manages most client relationships on a non-discretionary basis and offers a range of services including customized financial planning, retirement plan consulting, and a structured Foundational program for beginning investors.
Michelle C
CFP®, Series 65
Fresno, CA
Pathways Advisory Group, Inc.
Michelle Carter is a CFP® and holds a Series 65 license with 17 years of industry experience. She has been with Pathways Advisory Group, Inc. in Fresno, CA since 2008, working as part of a four-advisor team. Pathways Advisory Group provides financial planning and investment advisory services to individuals, trusts, retirement plan sponsors, and business entities. The firm uses an evidence-based, asset-allocation approach with low-cost, diversified mutual funds and ETFs, primarily managing client portfolios on a non-discretionary basis and offering customized financial planning and consulting programs.
Whitney K
CFP®, Series 65
Fresno, CA
Pathways Advisory Group, Inc.
Whitney Kelley is a CFP® and Series 65-registered financial advisor with Pathways Advisory Group, Inc. in Fresno, CA. She has five years of industry experience and has been with Pathways Advisory Group since 2015. Pathways Advisory Group provides financial planning and investment advisory services to individuals, trusts, retirement plan sponsors, and business entities. The firm employs an evidence-based, asset-allocation approach focused on low-cost, diversified mutual funds and ETFs, primarily managing client portfolios on a non-discretionary basis.
