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David J
CFP®, Series 65
Kailua, HI
Pathfinder Financial Services, LLC
David Jacobs is a CFP® and Series 65-licensed financial advisor with 22 years of experience. He has been with Pathfinder Financial Services, LLC since 2004. The firm provides financial planning and portfolio supervision to individuals, families, trusts, estates, and related entities through comprehensive planning and investment supervision programs. Pathfinder employs an academically grounded, factor-oriented investment approach and manages client accounts primarily on a non-discretionary basis.
Katherine J
Series 65
Kailua, HI
Pathfinder Financial Services, LLC
Katherine Jacobs is a Series 65-licensed financial advisor with Pathfinder Financial Services, LLC and has four years of industry experience. She has worked in various roles, including positions at Kailua Cinemas and the University of Southern California. Pathfinder Financial Services, LLC serves individuals, families, trusts, and estates, managing approximately $89.7 million across 38 client households. The firm employs an academically informed, factor-based investment approach using low-cost mutual funds and fixed-income securities, with portfolios typically custom-designed and reviewed quarterly.
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