Pathfinder Financial Services, LLC / Financial Advisor in Kailua, Hawaii

Imagine a life where you

Have clarity on where you want to go.
Understand the impact of the decisions you make.
Feel organized and in control.
Avoid major financial mistakes.
See your dreams become reality.
Strengthen your ties to family & community.
Know that your best interests are being safeguarded

My name is David Jacobs and helping my clients achieve their most rewarding lives is my passion. As a fee-only financial planner and fiduciary, I deliver concierge-level service with deeper, more thorough expertise focused on your specific needs, helping you navigate the major transitions and challenges you face.

Specialties

401K Consulting 403B Plans Annuities & Life Insurance Asset Protection Certified Financial Planner CFP ® Charitable Planning College Planning Comprehensive Financial Planning Corporate Bonds Disability Income & Long Term Care Insurance Divorce Planning Estate Planning Family Financial Planning Fee Only Fiduciary Income Tax Planning Independent Investment Advisor International Financial Planning Investment Consulting Investment Policy Statements Investment Services IRA Middle Income Mutual Funds NAPFA Member Passive Investment Strategies Professional Wealth Management Retirement Distribution Plan Retirement Planning Stocks Sustainability Wealth Management Young Investors