About Us
About Cassandra Wegmiller, CFP ®
Pathways Financial Coaching was established to help clients find their own unique path to financial peace of mind. After working in the financial services industry for over 13 years, Cassandra learned that every client has a unique financial journey and that there was a real opportunity to teach clients about the investment options and different solutions that are available.
Cassandra received her Certified Financial Planner ™ designation in 2016 and spent 5 years providing advice to high-net-worth clients through Vanguard Personal Advisor Services. This experience made Cassandra a believer in the importance of delivering tailored advice, focused on a diversified and disciplined approach using low-cost investment.
Beyond the investment management, Cassandra saw the greatest opportunity in being able to meet with clients to review financial documents and see the bigger picture. The goal with Pathways Financial is to help you envision your bigger picture and make sure you have the guidance needed to find your path.
Cassandra and her husband, Patrick, live in Charlotte, North Carolina. They are proud parents to their son, Landon. They love to travel and try new things together.
NOW MEETING CLIENTS VIRTUALLY
Welcome! I've recently begun working with clients outside of Charlotte and can meet anyone, anywhere virtually for coaching! Simply use the CONTACT option to reach out to arrange for a consult!