Tony Pampel, CFP®, CPWA®, CVGA™

Tony Pampel is a financial professional with extensive experience in wealth management and financial planning. He is currently a Partner at Wayfinder Wealth, a position he has held since September 2022.1

Professional Background

Tony has a diverse background in the financial services industry:

• He founded Wayfinder Wealth to provide strategic financial planning for entrepreneurial and enterprising individuals.1
• Previously, he founded Vet Sense Financial Planning (2018-2022) and True Life Financial Planning, LLC (2015-2022).1
• He served as Director of Financial Planning at MassMutual Dallas-Fort Worth from 2012 to 2015.1
• Earlier in his career, he worked as a Financial Advisor at Allegiant Wealth Management and as a Senior Financial Analyst at Allstate Insurance.1

Qualifications and Expertise

Tony holds several professional certifications:

• Certified Financial Planner™ (CFP®)
• Certified Private Wealth Advisor® (CPWA®)
• Certified Value Growth Advisor (CVGA™)1

His expertise includes life insurance, disability insurance, long-term care insurance, asset accumulation strategies, and financial products and services for businesses, institutions, and families.1

Education

Tony's educational background includes:

• BA in International Business from Rhodes College (2000-2004)
• MBA in Finance and Entrepreneurship from the Naveen Jindal School of Management at UT Dallas (2005-2008)1

Philanthropic Involvement

Tony is the President of the Samuel Allen Pampel Foundation, a 501(c)3 charitable organization that supports children with pediatric cancer and their families.1

Tony Pampel's approach to financial planning focuses on providing customized, high-level solutions to help simplify the financial lives of his clients, allowing them to focus on what they truly enjoy.1