At Pathway Financial Services, we understand that each individual faces unique challenges in their financial lives. We take the time to understand your needs and concerns and specialize in crafting a plan tailored to meeting your financial goals and objectives.
Whether you're saving for a new home or retirement or seeking estate planning advice, we provide personalized service offering experience and expertise to deliver desired results as a companion guide on your pathway to financial freedom.We'll help you make better financial decisions. Learn about the services we offer including financial planning consultations and investment management.
Whether you're saving for a new home or retirement or seeking estate planning advice, we provide personalized service offering experience and expertise to deliver desired results as a companion guide on your pathway to financial freedom.We'll help you make better financial decisions. Learn about the services we offer including financial planning consultations and investment management.
Services
Many people believe that their financial well-being is linked solely to their ability to earn a high income. However, true financial independence is learning how to do more with what you already have. Understanding and tending to your fiscal responsibilities requires setting goals and implementing strategies specific to your unique objectives.
Currently we are not taking on new clients so that we can ensure high quality service to our existing clients. Contact us if you'd like to be added to the wait list. Meet in person, via Skype or on the phone to discuss your concerns and review/revise recommendations.
Designed for those who want an analysis of their entire financial situation, discussion of goals, issues and concerns, followed by recommendations and strategies for reaching those goals.Gathering data and analyzing your financial situation to develop a clear picture of your specific needs, issues, and concerns.
Designed for those who want an analysis of their entire financial situation, discussion of goals, issues and concerns, followed by recommendations and strategies for reaching those goals.Gathering data and analyzing your financial situation to develop a clear picture of your specific needs, issues, and concerns.
As an independent financial management firm, Pathway Financial Services, LLC focuses directly on acting in your best interest at all times by serving your needs with the confidence you seek. We adhere to the fiduciary standard-the highest level of care in the financial services industry.
Pursuit of financial success is provided on your terms because as a fee-only financial planning firm, we have no financial obligations to investment product vendors, no proprietary products to sell and no home-office directives.We are free to use investment products from among all of those available and diligently research these offerings to find the solution that best fits your needs.
Pursuit of financial success is provided on your terms because as a fee-only financial planning firm, we have no financial obligations to investment product vendors, no proprietary products to sell and no home-office directives.We are free to use investment products from among all of those available and diligently research these offerings to find the solution that best fits your needs.
Jen Mulder is the founder of Pathway Financial Services and an active member in the Los Angeles Chapter of the Financial Planning Association. After graduation from the UCLA Personal Financial Planning Program in 2009, Jen joined Cetera Advisor Network, working with other planners to learn the craft and art of financial planning in the midst of one of the worst financial crises in recent history.
We may be a small firm, but we have partnered with some of the giants in the financial services industry. Below is a partial list of the companies with whom we have aligned, the roles they play and the services they provide. Pershing, LLC is the custodian of your investment accounts. A subsidiary of BNY Mellon, they have been a global leader of financial solutions for over 100 years and have over $1 trillion in global client assets.
Reviews (10)
Erika Taylor
Nov 23, 2021
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Working with Jen is an absolute delight. My husband and I had been thinking about meeting with a financial planner for ages, a seemingly daunting process. Jen came highly recommended by colleagues of mine and we were lucky enough to have won her services in an auction as part of a nonprofit fundraiser. We live in Tennessee but we were able to do our consultations online. She made the process seamless, answered all of our questions and provided sound, easy-to-understand recommendations. She also ran a couple of different scenarios for us, and I feel very confident in our financial future. We will
Jamie Ray
Jan 06, 2021
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I had no clue not only about how plan for a stable financial future but also how to find someone to trust enough to work with in pursuit of that goal. That is until I found Jennifer. My neighbor had recommended her. I’d worked with someone before that, and because he’d worked through commission, it didn’t feel right. Jennifer immediately offered refreshing assurance with the no commission work setup she explained to me. Instead of commission, I paid her for her work. It’s a good value. She set my family and I up in easy steps. She was easy to work with, and as an extra bonus, was nice,
Nicole Prutch
Jul 15, 2020
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Darcie Wolfe
Dec 07, 2019
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Working with Jen Mulder was a positive experience from start to finish. She took the time to really listen to our needs and was able to synthesize recommendations that fit us perfectly. Since at times my husband and I had slightly different perspectives and priorities, Jen offered scenarios that addressed both of our issues so that we could continue the conversation, considering both options. She was friendly, professional and nonjudgmental. She was very patient and willing to explain terms, rules, and clarify our understanding. We are in the process of implementing her thoughtful recommendations
Connie Frady
Nov 01, 2017
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Jen has made an incredible difference in my financial future. In the 8-years we have worked together, I've built a positive relationship with money, conquered my debt, and greatly increased my assets. Thanks to Jen's financial expertise and guidance, I'm able to look clearly into my financial future with a greater understanding and awareness of what I have and what I hope to build. Thank you, Jen!!!
Sarah Lang
Sep 03, 2017
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Jen Mulder is an expert at the most important thing: empowering you as an individual to take control of your financial destiny and achieve your goals and dreams. She is knowledgeable, attentive, kind, and does her job with the highest degree of integrity and honesty. I would not hesitate to recommend her services to anyone of any income level or stage in life.
Lee Lawlor
Jan 02, 2017
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I recently reinvested all of my retirement income and worked with Pathway on a new plan for my future. Even though I don't have lots of money to invest, Jen still takes my concerns about retirement seriously and is willing to offer expert advice. Jen recommended many helpful tools including a financial tracking app to help me control my family spending. It is very easy to talk to Jen about sensitive financial concerns and questions. She is knowledgeable and calm and very practical. Jen explained her rationale and plans very clearly and asks lots of questions to determine my risk-tolerance. She
JoAnna Montoya
Sep 28, 2016
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Jennifer is extremely knowledgeable and takes the time to really get to know your financial goals and needs. My husband and I reached out to her because we are at that age where we are thinking of starting a family and buying a home.
I've never met with a financial planner before, but upon meeting Jennifer, I knew her vast financial knowledge combined with her kind and caring demeanor were exactly what we needed. For me, talking about finances can be daunting and stressful, but she immediately put me and my husband at ease. She really listened to us and patiently answered all of our questions
I've never met with a financial planner before, but upon meeting Jennifer, I knew her vast financial knowledge combined with her kind and caring demeanor were exactly what we needed. For me, talking about finances can be daunting and stressful, but she immediately put me and my husband at ease. She really listened to us and patiently answered all of our questions
Jaime Natoli
Sep 02, 2016
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I’ve been working with Jen as my financial advisor since she began her practice in 2009, and I recommend her highly. During the past 7+ years, I’ve watched her grow as an advisor and expand her business into an excellent resource for people with a variety of incomes and goals.
Jen’s greatest strength as an advisor is her ability to really listen and develop a personalized, comprehensive plan that will work for each unique client. My income, needs, and goals are certainly different now (age 40, married, baby #1 on the way) than they were when we first began working together (early 30s, single
Jen’s greatest strength as an advisor is her ability to really listen and develop a personalized, comprehensive plan that will work for each unique client. My income, needs, and goals are certainly different now (age 40, married, baby #1 on the way) than they were when we first began working together (early 30s, single
Danielle Kort
Jul 19, 2016
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Working with Jennifer, I finally feel like my portfolio investments, IRA, (all that 'stuff'!) are organized and in great hands. I previously worked with a company that paid no attention to you if your investments dipped under a certain amount. Not so with Jennifer, she treats all of her clients equally. To me, she almost feels like a wise aunt who I can trust has my back. She happily answers my questions as they arise, and no question is a 'dumb' question, which is nice because I have plenty! There's never a rush with her, only a deep concern to educate you and help you make the very best choices
