Pam Horack (CFP®)

Pam Horack focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • Fixed Fee (Subscription, Retainer, etc.)
  • Generation X
  • Middle Income Client Needs
  • Novice Investors
  • Retirement Plan Investment Advice

Planning Specialties

Think young! Pam primarily serves working families, young professionals and engaged or newlywed couples. While Pathfinder Planning LLC focuses on clients in the Charlotte, NC, the firm is a Registered Investment Advisor in South Carolina and North Carolina, and offers services across the two states via virtual connections.

Additional Information

Pam Horack, CFP®, owner of Pathfinder Planning LLC strives to make financial planning simple for you. After graduating college with her Bachelor of Science degree in Finance, she began her full-time financial career. For over 20 years, she has worked in various customer relations, managerial and training and development roles with banking, brokerage and mortgage companies. Pam’s focus on financial education has helped her develop a style of taking complex financial ideas and making them easy to understand and implement.

NAPFA Start Date

January 02, 2015

This Office

8 Mischief St Lake Wylie, SC 29710