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Planning

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manage the changing face of life

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your success is our  mission

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Our Approach

We are dedicated to providing investment management and strategic wealth planning to our clients. Simply put, we strive to be our client’s trusted advisor. As a financial services firm, our primary focus is to provide independent opinions that are designed to pursue long term investment results.

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Our Team

Rena is president of PathKeeper Financial, LLC and founded the company in December 2016. She received her BS in Financial Counseling and Planning...

Rena Noe, Certified Financial Planner™

LPL Financial Planner

Latest Blog Posts

Finance Lessons for Your Teen

Submitted by Pathkeeper Financial on August 29th, 2022

If you’ve had to reconsider or drastically change your spending and saving habits because of the current economic environment, you’re not alone. But there may be an opportunity in this current market to teach good financial habits to your teenagers; ones that they can carry into adulthood.

  • Read more

Finance Lessons for Your Teen

Submitted by Pathkeeper Financial on August 29th, 2022

If you’ve had to reconsider or drastically change your spending and saving habits because of the current economic environment, you’re not alone. But there may be an opportunity in this current market to teach good financial habits to your teenagers; ones that they can carry into adulthood.

  • Read more

How to Protect Your Personal Data Online

Submitted by Pathkeeper Financial on September 3rd, 2019

Data breaches, once a fairly rare occurrence, have become more frequent as hackers become more skilled in their ability to extract personal data from popular social media sites such as Facebook and Twitter.

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