About
About
Pathfinder Financial Services is led by David Jacobs, Ph.D., CFP® and Katherine Jacobs, CFP®. We are a fee-only, fiduciary practice built around clear thinking, careful analysis, and advice that is meant to help clients make better decisions, not buy products.
This section covers the people behind the firm and the principles that shape the work: fee-only compensation, fiduciary duty, privacy, and how Pathfinder approaches client relationships.
About
David Jacobs, Ph.D., CFP®
David founded Pathfinder after a research career in AI and security and brings that same analytical discipline to high-stakes financial planning.
About
Katherine Jacobs, CFP®
Katherine brings collaborative planning, careful communication, and steady follow-through to major financial decisions.
About
Fee-Only
Pathfinder is paid directly by clients, not by commissions or product sales. That reduces conflicts, but it does not eliminate the need to talk about them plainly.
About
Fiduciary
A fiduciary advisor is legally required to put the client's interest first. That should be a baseline, not a marketing slogan.
About
Privacy Policy
Pathfinder keeps client information confidential and shares it only when needed to serve the client, satisfy legal requirements, or support normal operations.
About
Proxy Voting Policy
Pathfinder does not vote proxies on behalf of clients. When clients ask for guidance on fund proxies, we generally favor lower-cost and more shareholder-friendly outcomes.