San Diego, CA Office

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 at Pathview Wealth Advisors with three years of industry experience. He previously worked at Rowling & Associates LLC and EMoney Advisor before joining Pathview. Pathview Wealth Advisors serves individual investors, retirement plans, trusts, estates, charities, and business entities by providing financial planning, consulting, and discretionary portfolio management. The firm focuses on client-specific investment policies primarily using mutual funds and ETFs, and offers tax-preparation services supervised by a licensed CPA.

Stephen Doster is a CFP® and holds a Series 65 license with 12 years of experience in financial advising. He is currently with Pathview Wealth Advisors, where he has worked since 2024, following prior roles at Rowling & Associates and his own firm, Doster Financial Planning. Pathview Wealth Advisors serves individual investors along with retirement plans, trusts, estates, charities, and business entities, offering financial planning, consulting, and portfolio management. The firm employs client-specific investment policies, primarily using mutual funds and ETFs, and emphasizes fundamental analysis and asset allocation in its discretionary account management.

Shalmali Kulkarni is a CFP® professional with seven years of industry experience. She has worked at Rowling & Associates from 2017 to 2024 and joined Pathview Wealth Advisors in 2024. Pathview Wealth Advisors serves individual investors, retirement plans, trusts, estates, charities, and business entities by offering financial planning, consulting, and ongoing portfolio management. The firm focuses on client-specific investment policies implemented primarily through asset allocation and fundamental analysis, managing accounts mainly on a discretionary basis.

Juan Aguilar is a financial advisor at Pathview Wealth Advisors in San Diego, CA, holding CFP® and Series 63 credentials. He has been in the industry since 2013, with prior experience at Rowling & Associates. Pathview Wealth Advisors serves individual investors, retirement plans, trusts, estates, charities, and business entities, providing investment supervisory services along with financial planning and consulting. The firm emphasizes client-specific investment policies implemented through asset allocation and fundamental analysis, primarily using mutual funds and ETFs.