Chad Slate, Cfp®,Mba, Aif®, Cpfa®
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Chad Slate, Cfp®,Mba, Aif®, Cpfa® Email & Phone Number

Pathfinder Wealth Consulting at Pathfinder Wealth Consulting
Location: Wilmington, North Carolina, United States 13 work roles 2 schools
1 work email found @soundharborwealthpartners.com 9 phones found area 910 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 9 phones

Work email c****@soundharborwealthpartners.com
Direct phone (910) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Role
Pathfinder Wealth Consulting
Location
Wilmington, North Carolina, United States
Company size

Who is Chad Slate, Cfp®,Mba, Aif®, Cpfa®? Overview

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Quick answer

Chad Slate, Cfp®,Mba, Aif®, Cpfa® is listed as Pathfinder Wealth Consulting at Pathfinder Wealth Consulting, a with 9 employees, based in Wilmington, North Carolina, United States. AeroLeads shows a work email signal at soundharborwealthpartners.com, phone signal with area code 910, and a matched LinkedIn profile for Chad Slate, Cfp®,Mba, Aif®, Cpfa®.

Chad Slate, Cfp®,Mba, Aif®, Cpfa® previously worked as Associate Wealth Advisor at Pathfinder Wealth Consulting and Soccer Coordinator at I9 Sports. Chad Slate, Cfp®,Mba, Aif®, Cpfa® holds Ba, Sports Medicine from University Of North Carolina At Wilmington.

Company email context

Email format at Pathfinder Wealth Consulting

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*@soundharborwealthpartners.com
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AeroLeads found 1 current-domain work email signal for Chad Slate, Cfp®,Mba, Aif®, Cpfa®. Compare company email patterns before reaching out.

Profile bio

About Chad Slate, Cfp®,Mba, Aif®, Cpfa®

Chad Slate, Cfp®,Mba, Aif®, Cpfa® is a Pathfinder Wealth Consulting at Pathfinder Wealth Consulting. He possess expertise in series 7, series 66, portfolio management, investments, marketing and 31 more skills. He is proficient in Spanish, French and Philippine languages.

Listed skills include Series 7, Series 66, Portfolio Management, Investments, and 32 others.

Current workplace

Chad Slate, Cfp®,Mba, Aif®, Cpfa®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Pathfinder Wealth Consulting
Pathfinder Wealth Consulting
Pathfinder Wealth Consulting
wilmington, north carolina, united states
Website
Employees
9
AeroLeads page
13 roles · 15 years

Chad Slate, Cfp®,Mba, Aif®, Cpfa® work experience

A career timeline built from the work history available for this profile.

Associate Wealth Advisor

Current

Wilmington, North Carolina, United States

As an Advisor with Pathfinder Wealth Consulting I am able to leverage a phenomenal team to work with our clients to provide exemplary financial planning and investment management for all stages of life.Advisory Services offered through Commonwealth Financial Network®, a Registered Investment Adviser. Pathfinder Wealth Consulting is located at 4018 Oleander Drive, Suite 102. Wilmington, NC 28403. This communication is strictly intended for individuals residing in the state of NC. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: https://www.commonwealth.com/termsofuse.html.

Nov 2022 - Present

Soccer Coordinator

Current

Leland, North Carolina, United States

I am pleased to team with i9 Sports to help grow their youth soccer program in Leland, NC. Providing a safe and encouraging place for young people to learn the game of soccer and some wonderful core values like teamwork, sportsmanship and respect while building friendships and self-esteem.

Mar 2023 - Present

Security And Business Development Manager

Current
[Self-Employed]

Wilmington, North Carolina Area

I have been traveling in the US and Asia working with my wife as the marketing and business manager for our business to expand our area by growing territories across the US as well as India, the Philippines, Malaysia, Australia, and England. I also oversee the security of our events and personnel during our extensive travels.

Oct 2002 - Present

Financial Advisor

Wilmington, North Carolina Area

Jul 2019 - Oct 2022

Wealth Partner

Wilmington, North Carolina Area

I have returned to my financial roots to work with my old friend and partner, Brad Hudson.

Jun 2019 - Oct 2022

Wealth Partner

Wilmington, North Carolina Area

As a Financial Advisor at Raymond James Financial Services and a Wealth Partner at Sound Harbor Wealth Partners, I am aligned with amazing people and an amazing company that help me strive to create opportunities for families to reach their financial goals.

Jun 2019 - Oct 2022

Divemaster

Palaka Dive Center

Siargao. Philippines

Great experience while travelling in the Philippines.

Nov 2017 - Feb 2018

Ptoc

Jacksonville, North Carolina Area

Cubic is a diversified systems and services company in transportation and defense markets worldwide. We are a leading technology and specialized services company with a worldwide presence in nearly 60 nations. Cubic employs approximately 8,000 people worldwide. What We DoAt Cubic, we provide our customers with choice and best value in high technology systems and services. As specialists in revenue collection solutions for public transport, our transportation business is shaping the way people travel in the world’s largest cities.Cubic’s defense businesses provide comprehensive mission support services and training systems that strengthen the readiness of national militaries and security forces. Our communications and cyber products safeguard and transmit data in real world operations.We also track assets for commercial and military customers who need to know about their assets 24/7 anywhere in the world.

Sep 2014 - Jun 2016

Cfo/Contributing Editor

Line Up Media. Llc

Wilmington, North Carolina Area

As a writer, Contributing Editor and CFO I oversee the financial planning of Line Up Media, LLC. as well as create and edit content for the magazine and the website. We have more exciting news coming in the near future. The countdown is on to the rebirth of Line Up Media. Stay tuned for the resurgence of Line Up!

Mar 2006 - Jan 2015

Writer

Self

I was the ghostwriter for More Than Make Up-A Guide to Finding Strength and Leadership Within You. i have also done extensive freelance writing for multiple publications.

Jan 2001 - Jan 2015

Project Manager

Oversee the creation, design, implementation, and SEO of new social networking projects and auxiliary applications.

Nov 2007 - Feb 2009
Team & coworkers

Colleagues at Pathfinder Wealth Consulting

Other employees you can reach at pwcpath.com. View company contacts for 9 employees →

2 education records

Chad Slate, Cfp®,Mba, Aif®, Cpfa® education

FAQ

Frequently asked questions about Chad Slate, Cfp®,Mba, Aif®, Cpfa®

Quick answers generated from the profile data available on this page.

What company does Chad Slate, Cfp®,Mba, Aif®, Cpfa® work for?

Chad Slate, Cfp®,Mba, Aif®, Cpfa® works for Pathfinder Wealth Consulting.

What is Chad Slate, Cfp®,Mba, Aif®, Cpfa®'s role at Pathfinder Wealth Consulting?

Chad Slate, Cfp®,Mba, Aif®, Cpfa® is listed as Pathfinder Wealth Consulting at Pathfinder Wealth Consulting.

What is Chad Slate, Cfp®,Mba, Aif®, Cpfa®'s email address?

AeroLeads has found 1 work email signal at @soundharborwealthpartners.com for Chad Slate, Cfp®,Mba, Aif®, Cpfa® at Pathfinder Wealth Consulting.

What is Chad Slate, Cfp®,Mba, Aif®, Cpfa®'s phone number?

AeroLeads has found 9 phone signal(s) with area code 910 for Chad Slate, Cfp®,Mba, Aif®, Cpfa® at Pathfinder Wealth Consulting.

Where is Chad Slate, Cfp®,Mba, Aif®, Cpfa® based?

Chad Slate, Cfp®,Mba, Aif®, Cpfa® is based in Wilmington, North Carolina, United States while working with Pathfinder Wealth Consulting.

What companies has Chad Slate, Cfp®,Mba, Aif®, Cpfa® worked for?

Chad Slate, Cfp®,Mba, Aif®, Cpfa® has worked for Pathfinder Wealth Consulting, I9 Sports, [Self-Employed], Raymond James, and Sound Harbor Wealth Partners.

Who are Chad Slate, Cfp®,Mba, Aif®, Cpfa®'s colleagues at Pathfinder Wealth Consulting?

Chad Slate, Cfp®,Mba, Aif®, Cpfa®'s colleagues at Pathfinder Wealth Consulting include Christopher Walsh, Cfp®, Walter Hutsell, Jason Wheeler, Maggie Ernst, and Karen Brock, Cfp®.

How can I contact Chad Slate, Cfp®,Mba, Aif®, Cpfa®?

You can use AeroLeads to view verified contact signals for Chad Slate, Cfp®,Mba, Aif®, Cpfa® at Pathfinder Wealth Consulting, including work email, phone, and LinkedIn data when available.

What schools did Chad Slate, Cfp®,Mba, Aif®, Cpfa® attend?

Chad Slate, Cfp®,Mba, Aif®, Cpfa® holds Ba, Sports Medicine from University Of North Carolina At Wilmington.

What skills is Chad Slate, Cfp®,Mba, Aif®, Cpfa® known for?

Chad Slate, Cfp®,Mba, Aif®, Cpfa® is listed with skills including Series 7, Series 66, Portfolio Management, Investments, Marketing, Retirement, Sales, and Operations Management.

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