True Path Financial and Insurance Services

  • Financial Services
  • Irvine CA
  • 51 employees
  • Financial Services
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Company Overview

Headquarters
20 Executive Park 190, Irvine CA
Website
truepathfinancialpartners.com
Employees
51
Founded in
2017
Industry
Financial Services
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Financials & Stats

Revenue

$10B

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Who is True Path Financial and Insurance Services

True Path Financial and Insurance Services is a financial services firm based in Irvine, California. The company employs 51 people. True Path Financial and Insurance Services offers a range of services designed to help individuals, businesses, and communities build financial security. These services include insurance, financial planning, investment management, and retirement income strategies. The company's advisors work closely with clients to understand their unique needs and goals, developing personalized plans to help them achieve their financial aspirations. True Path Financial differentiates itself through its partnership with the National Life Group. This relationship provides access to a long-standing legacy of financial expertise and a commitment to ethical business practices. The company aims to create a dynamic and supportive environment for its financial professionals, fostering growth and allowing them to build rewarding client relationships. True Path Financial and Insurance Services can be reached at truepathfinancialpartners.com. Securities and investment advisory services are offered by Equity Services, Inc. located at 1200 Newport Center Dr, Suite 270, Newport Beach, CA 92660, (949) 328-1048.

Company Leadership

Robert Jwaltosjr

Founder and Former Chief Executive Officer

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Pieter Olree

Brokerage Managing Partner

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Michael Byrne

Senior Managing Director

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Jimmy Torres

Senior Managing Director

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Vivia Strome

Saleswoman

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True Path Financial and Insurance Services Tech Stack

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FAQ

What is the location of True Path Financial and Insurance Services's headquarters?
The headquarters of True Path Financial and Insurance Services are situated at 20 Executive Park 190, Irvine CA
What is True Path Financial and Insurance Services's official website?
The official website of True Path Financial and Insurance Services can be found at truepathfinancialpartners.com.
What is True Path Financial and Insurance Services's current revenue?
As of June 2023, True Path Financial and Insurance Services's annual revenue reached $10B.
How many employees does True Path Financial and Insurance Services currently have?
True Path Financial and Insurance Services employs approximately 51+ people as of June 2023
Which industries is True Path Financial and Insurance Services primarily operating in?
True Path Financial and Insurance Services operates in the following industries: Finance, Credit
Who is the Founder and Former Chief Executive Officer of True Path Financial and Insurance Services?
True Path Financial and Insurance Services's Founder and Former Chief Executive Officer is Robert Jwaltosjr
When was True Path Financial and Insurance Services founded?
True Path Financial and Insurance Services was founded in 2017.

Employee Directory

Key Employees

Jimmy Barnes

Chief Executive Officer

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Dan Francis

Financial Advisor

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Cameron Winchel

Financial Services Strategist

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Craig Boozer

Financial Service Specialist

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Marlene Cendejas

Marketing Coordinator

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