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Jason Wheeler - Who is Jason Wheeler and what is a Wealth Manager?
Manage episode 410245143 series 3487490
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Jason Wheeler is the CEO, Partner and Wealth Consultant of Wilmington, NC based Pathfinder Wealth Consulting. Pathfinder Wealth Consulting was formed in 2005 by Robert Penn and Jason Wheeler, after leaving a large Wall Street firm so they could focus on their clients’ needs and not corporate shareholders. We learn about what a financial planner is and questions we should ask ourselves as we plan for the future.
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