Pathfinder Planning LLC

Aaron Salmon is a CFP® with eight years of industry experience and currently serves as a financial advisor at Pathfinder Planning LLC in Charlotte, NC. He has been with Pathfinder Planning since 2017, following a period as a homemaker. Pathfinder Planning LLC provides financial planning and discretionary portfolio management to individuals, couples, businesses, and other registered investment advisers, serving both high-net-worth and non-HNW clients. The firm employs a primarily passive investment strategy and offers a structured Five-Step planning process, with additional services through wholly owned subsidiaries that focus on education and budgeting.

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® financial advisor at Pathfinder Planning LLC with one year of industry experience. She has been with Pathfinder Planning since 2022 and previously worked as a homemaker. Pathfinder Planning LLC provides financial planning and discretionary portfolio management to individuals, couples, businesses, and other registered investment advisers, serving both high-net-worth and non-HNW clients. The firm employs a primarily passive investment approach using index mutual funds and ETFs, offers a structured Five-Step planning process, and operates wholly owned subsidiaries that provide educational and budgeting services.