Meet the Team
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Tara Cordato, CPA
Tara’s natural talent for math and numbers inspired her to pursue accounting in college, where she discovered a passion for taxes.
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Lorenzo Sanchez, CFP®
Originally from Mexico, Lorenzo always had a passion for finance and a desire to help people, which led him to explore…
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Juan Aguilar, CFP®
Growing up in San Diego, Juan gained an early understanding of the link between trust, management, and finances, watching his family…
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Wei Lou, CPA
Lou joined the Pathview Wealth Advisors team in February 2022 as a Tax Manager. His primary responsibilities include reviewing tax returns,…
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Steve Doster, CFP®
Steve first discovered his interest in finance and investments shortly after graduating from The University of Arizona in 1993 with a…
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Jackie Padilla, EA
Jackie joined the firm’s tax team in December 2018. She has a bachelor’s degree in Business Administration with an emphasis in…
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Sanda Ljubovic
Sanda had worked with Pathview Wealth Advisors for more than ten years prior to spending five years as Client Service Manager…
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Shalmali Kulkarni, CFP®, CSLP®
Shalmali joined the team as a financial planning intern in May 2017 and has since moved her way up to a…
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Josh Clavell
Josh joined the team in April 2013, and he is responsible for building on the firm’s high efficiency and exceptional client…
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Ashley Stroud, CFP®
Ashley joined the Pathview Wealth Advisors team in March 2021 as an Associate Financial Planner. Her primary responsibilities include creating detailed…
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Omar Almaraz, CFP®
Omar recently joined the team in April 2021 as a Financial Services Associate. His primary responsibilities include helping create comprehensive financial plans and…
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Nicole Anton
Nicole joined the firm in July of 2021 as the receptionist. Her primary duties include managing company calendars and meeting and…
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Morgan Pheng
Morgan joined the firm in September of 2026 as the receptionist. Her primary duties include managing company calendars and meeting and…
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