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Awards & Recognition
2023, 2022, 2020
2024, 2022, 2020
2023
2024, 2019
Associations & Affiliations
Compliance Disclosures
1. American’s Top RIAs 2022 (Financial Advisor): Award was given 07/21/2022 and covered the period of 12/20 – 12/21.
2. Women of Influence in Accounting & Finance Top 50 2023 Honorees (San Diego Business Journal): Award was given 01/23/2023 and covered the period of 01/22 – 01/23.
3. 40 Next Top Business Leaders Under Forty 2022 Finalists (San Diego Business Journal): Award was given 07/13/2022 and covered the period of 06/21 – 06/22.
4. Top Rated Wealth Management Firm (AdvisoryHQ): Award was given 05/18/2021 and covered the period of 01/20 – 01/21.
5. Top Financial Advisors in San Diego, CA 2022 (SmartAsset): Award was given 06/10/2022 and covered the period of 01/21 – 12/21.
Pathview Wealth Advisors does not pay any compensation, directly or indirectly, for awards or recognitions. Awards and recognitions should not be considered indicative of Pathview Wealth Advisors’ performance, nor are they meant to represent any particular client’s experience.
Our latest blogs
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Are Your Investments in the Wrong Accounts?
Pathview Wealth Advisors, an independent fee only fiduciary tax-first wealth management firm, often finds that investors spend significant time deciding what investments to own…
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Portfolio Diversification: The Powerful Strategy Every Retiree Should Know
Pathview Wealth Advisors, an independent fee only fiduciary wealth management firm, helps clients understand how portfolio diversification fits into a successful retirement strategy. While…
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5 Overlooked Retirement Financial Planning Risks and How to Prepare
Pathview Wealth Advisors, an independent CPA + CFP® professional fee only wealth management firm, believes that successful retirement financial planning requires more than accumulating assets. As you…
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