Aaron Salmon is a CFP® professional with nine years of industry experience, currently serving at Pathfinder Planning LLC since 2017. Prior to his financial advisory career, he spent eight years as a homemaker. He holds the Series 63 designation and works out of Charlotte, NC. Pathfinder Planning serves working families, single women, retirees, near-retirees, and young adults with comprehensive financial planning and discretionary portfolio management. The firm’s approach is based on Efficient Market Hypothesis and evidence-based research, emphasizing low-cost ETFs, tax management, and disciplined rebalancing within a core-and-satellite framework.

Think of me as Your Financial Mom - the planner that works with regular families. Throughout my career, it seemed that financial advisors were always looking to sell their products or manage money to retirees, business owners, or those with lots of money - no one wanted to plan and budget for everyone else. Our clients look like just like regular people: Mom and Dad who get up in the morning, get the kids off to school, work all day either at home or an office, come home, get dinner on the table, pay the bills, and have a little money in their retirement account  You will get the tools and advice needed to plan your retirement, create your budget, and save for your goals. Our local and national resources can help you put together your will or review your insurance. Each client receives an easy-to-read financial plan outlining your current situation, alternatives to reach your goals, and an action plan to get you there.

Karina Moretz is a CFP® and ChFC® at Pathfinder Planning LLC with one year of industry experience. Prior to joining the firm, she spent seven years as a homemaker. Pathfinder Planning serves working families, single women, retirees, near-retirees, and young adults with comprehensive financial planning and discretionary portfolio management, using an evidence-based investment approach centered on low-cost ETFs and tax management strategies.