CHAD WAUSCHEK, CPA, CFP®

CHAD WAUSCHEK, CPA, CFP®

Chad's clients represent a diverse group of successful families, individuals and businesses in Escondido and the surrounding area.

"It is very rewarding to lead clients to better financial decision making," says Chad. "Helping them reach their financial goals is something I enjoy very much."

Chad is a Certified Public Accountant (CPA) and a CERTIFIED FINANCIAL PLANNER™ (CFP®). He graduated from California State University, San Marcos with a Bachelor of Business Administration - Accounting degree in 2001.

Chad has been a resident of Southern California for 39 years.

In his free time Chad spends as much time with his family as he can. He and his wife Diana stay busy raising their three Chihuahua-mix dogs as well as foster dogs in need to help them find loving families. Other hobbies include: Fishing, SCUBA, traveling, and playing guitar.

EDUCATION AND PROFESSIONAL CERTIFICATIONS

  • California State University - San Marcos, College of Business Administration Accounting - 2001
  • Certified Public Accountant (CPA)
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Series 7 and Series 66 Securities Licenses


AREAS OF PRACTICE
  • Investment Planning
  • Wealth Management
  • Insurance
  • Tax Planning

M. IAN DUNLAP, CPA, CFP®

M. IAN DUNLAP, CPA, CFP®

After serving five years with the U.S. Army’s 82nd Airborne Division, Ian began serving the Escondido area as a Staff Accountant in 2004. He worked extensively in the area of income tax compliance before becoming a Financial Advisor in 2007. As a Partner at Pathway Advisors he uses his expertise in both disciplines to assist individuals and small business owners in navigating the financial markets and integrating their financial needs with current tax compliance and planning concerns.

After graduating from California State University - San Marcos in 2007, he became a Certified Public Accountant (CPA) in 2009. He then went on to complete the Personal Financial Planning Certificate program from the University of California – Irvine and earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 2011. He is currently enrolled in the Master of Science (MS) program for Financial Planning and Taxation / Estate Planning at Golden Gate University.

Ian is married to Melissa and they have two children — Liam and Sydney. In his spare time, he enjoys outdoor activities with his wife and kids, and exploring local craft breweries and wineries.

EDUCATION AND PROFESSIONAL CERTIFICATIONS

  • California State University, San Marcos
  • Bachelor of Science in Business Administration/Accounting - 2007
  • University of California, Irvine - Certificate in Personal Financial Planning - 2011
  • Certified Public Accountant (CPA)
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Series 7 and Series 66 Securities Licenses
  • State of California Insurance License


AREAS OF PRACTICE
  • Estate Planning
  • Wealth Management
  • Tax Planning