About Us
Find Your Path to
Located in 12, CA, True Path Financial and Insurance Services is a diverse and rapidly growing financial services firm dedicated to helping individuals, businesses, and communities create and secure their legacy. We proudly serve individuals, families, and businesses across Southern California, offering solutions tailored to diverse needs—from essential financial guidance for everyday goals to complex strategies for high-net-worth individuals and business owners seeking custom strategies.
Our comprehensive services include:
✔ Insurance Solutions – Life, disability income, and long-term care insurance for financial security.
✔ Financial Planning & Retirement Income Strategies – Personalized plans to help you grow and protect your wealth.
✔ Investment Management – Professional guidance for building a diversified portfolio.
✔ Legacy & Estate Planning Strategies – Thoughtful strategies to preserve wealth for future generations.
✔ Business Succession Planning – Tailored solutions to protect and transition your business.
Our partnership with National Life Group strengthens our ability to serve our clients with excellence and purpose. Through National Life, we are able to offer a wide range of life insurance products, including solutions that provide financial security, living benefits, and legacy protection. For over 175 years, National Life has remained steadfast in its commitment to helping families experience peace of mind through financial security. Their mission-driven approach aligns with our values, empowering us to make a meaningful difference in the lives of
Equity Services Incorporated (ESI) enhances our ability to provide comprehensive financial solutions with integrity and expertise. As a registered broker-dealer and investment advisory firm, ESI offers a robust platform that allows us to deliver a wide range of investment and financial planning services tailored to our clients' unique goals. Our financial advisors are registered with ESI, ensuring they have the resources, compliance support, and industry expertise needed to guide clients with confidence.
Our Partnerships
Our Team
At True Path Financial, our greatest strength is our people. We’ve assembled a diverse and talented team of professionals who are committed to excellence, collaboration, and innovation. Guided by our mantra, Champions of Financial Freedom, our agents and financial advisors work closely with clients from all walks of life, crafting personalized strategies that align with their aspirations. We understand that financial decisions can be complex, which is why we take the time to educate, guide, and empower you every step of the way. Whether you’re planning for your family’s future, growing your business, or navigating life’s financial milestones, our team is here to provide trusted expertise and unwavering support.
