Pathfinder Financial Services

Raised in Hawaii and a Punahou graduate, David has always been passionate about helping people, acquiring knowledge and solving puzzles. His passion fueled a successful 20-year computer research career.

Recognizing the critical need for financial advisors who holistically address clients' financial lives based on sound, academically-based strategies without the embedded conflicts of interest plaguing most advisors in the industry, David established Pathfinder Financial Services, LLC in 2003.

Retirement, selling a business, receiving an inheritance are a few of the major life transitions which attract financial sharks and from which mistakes are hard to recover. Discover/Decide/Do is our way of partnering with you in a long term continuous relationship to help you navigate these treacherous waters and reach your desired destinations.

If your eyes quickly glaze over when someone starts talking about investing, here is the quick summary. I am a professional worrier. I spend an inordinate amount of time imagining personal and world events that could put your goals in jeopardy. Portfolios are structured to achieve your goals while avoiding unacceptable outcomes due to these risky events.

Ad-hoc House Calls will typically involve a 2 hour financial consultation based on your requested topic(s) and information provided at the time of the meeting. The meeting may encompass investment planning, retirement planning, estate planning, charitable planning, education planning, tax planning, insurance analysis and other personal financial planning topics.

Life rarely moves in straight lines. Our goals, circumstances and priorities are always shifting. This requires thinking far beyond risk analysis, model portfolios and financial planning strategies. It requires creativity, expertise and discipline matched with deep personal relationships centered on a singular priority: helping you harness your resources to live your most rewarding life.