We’re proud to share that Pathview Wealth Advisors has been included in Financial Advisor Magazine’s 2025 list of America’s Top registered investment advisors (RIAs). This annual ranking recognizes independent firms across the country. The recognition is based on assets under management (AUM) as of December 31, 2024. To be considered for the list, firms must
Category: PRESS
Pathview Wealth Advisors Earns 2025 San Diego Business Journal Recognition
It’s an honor to be recognized on theSan Diego Business Journal’s Top Wealth Management Firms list this year. As one of the San Diego top wealth management firms, we are proud to be included. The list is based on verified data submitted by local registered investment advisors (RIAs). It highlights regional firms that meet specific
How to Avoid Panic Selling During Market Volatility, According to a San Diego Advisor
In a recent feature from the San Diego Union-Tribune, Pathview partner and senior wealth advisor Lorenzo Sanchez offered market volatility advice for navigating today’s turbulent markets: “Stay the course and focus on the long term.” At a time when dramatic headlines and market swings can lead to rash decisions, Sanchez emphasizes that “a lot of
Women of Influence in Accounting & Finance
Tara Weisinger was named an honoree for San Diego Business Journal’s Women of Influence in Accounting & Finance Top 50 Honorees. Congratulations Tara! Read Tara’s write-up and see all the nominees here.
San Diego Business Journal 40 Under 40
Lorenzo Sanchez has been named one of San Diego’s 40 Next Top Business Leaders Under 40 by the San Diego Business Journal! This award takes into consideration several criteria, including industry achievements and community involvement. Congratulations, Lorenzo!
Pathview & Associates Announces Internal Succession; Names 3 New Principals as Owners
Pathview Wealth Advisors, a multiple award-winning independent wealth management firm, announced today that its founder and CEO has successfully transitioned the ownership through an internal succession plan. Veteran financial professionals, Tara Weisinger, Lorenzo Sanchez and Juan Aguilar have been named as the new Principals and owners of the firm and will lead the firm in