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Based in Hawaii and serving clients across the country. Our hours align naturally with mainland evenings, so if you're on the East or West Coast, reaching us after work is often the easiest option.
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Start a conversation with Pathfinder
Whether you're new to financial planning or rethinking your current approach, David and Katherine are happy to have a straightforward conversation about where you are and what might make sense. No pressure, no pitch.
David Jacobs, Ph.D., CFP®
David founded Pathfinder after a research career in AI and security. He brings that same analytical rigor to financial planning, particularly for clients navigating complex decisions around equity, taxes, or major life transitions.
Katherine Jacobs, CFP®
Katherine focuses on making sure clients actually understand their plan, not just that one exists. She's known for clear communication and staying on top of the details between meetings.