• Newest Article

    How to Choose a Financial Advisor

    Juan Aguilar, CFP®

    Pathview Wealth Advisors is an independent CPA + CFP® professional fee-only firm. Understanding how to choose a financial advisor can help you find a professional who offers the expertise, services, and guidance you need to make informed financial decisions. Hiring a financial advisor is an important financial decision. The right advisor can help you organize your financial life, evaluate complex decisions, understand the potential benefits of compound interest, and build a strategy that supports your long-term goals. However, financial advisors differ significantly in how they receive compensation,…

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    How to Choose a Financial Advisor
  • The Capital Gains Tax Fundamentals Long-Term Investors Should Understand
    Juan Aguilar, CFP®

    Pathview Wealth Advisors is an independent fee only firm that integrates CPA + CFP® professional investment management and tax planning. Understanding capital gains tax can help…

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  • How to Save for Retirement: A Simple Guide for Long-Term Success
    Shalmali Kulkarni, CFP®, CSLP®

    Pathview Wealth Advisors, an independent fee only firm, helps individuals and families understand how to save for retirement through thoughtful planning, disciplined investing, and…

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  • SAVE Plan Changes Are Here: How to Prepare for New Repayment Rules
    Shalmali Kulkarni, CFP®, CSLP®

    Pathview Wealth Advisors, an independent fee only firm, helps individuals and families make informed financial decisions. If you previously enrolled in the SAVE plan,…

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  • Grandparent-Owned 529 Plans: New Opportunities for Education Funding
    Juan Aguilar, CFP®

    Pathview Wealth Advisors is an independent fee only firm dedicated to helping families make informed financial decisions. Through comprehensive wealth management across tax, investment,…

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  • Year End Financial Strategies: A Practical 10-Point Checklist for 2026
    Juan Aguilar, CFP®

    Pathview Wealth Advisors is an independent fee-only firm that provides comprehensive wealth management across tax, investment, and estate considerations. As 2026 draws to a…

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