True Path Financial and Insurance Services
Financial Services • 
Irvine, California, United States • 21-50 Employees
Company overview
| Headquarters | 20 Executive Park, 190, Irvine , California 92614, US |
| Phone number | +17593416 |
| Websites | |
| NAICS | 52 |
| Keywords | Advisory Services, Retirement Planning, Financial Planning, Investment Services, 401K, Estate Planning Strategies, Risk Management Strategies, Tax Strategies, Employee & Executive Benefits, College Accumulation Planning |
| Founded | 2017 |
| Employees | 21-50 |
| Socials |
Key Contacts at True Path Financial and Insurance Services
Robert J. Waltos
Founder And Former Chief Executive Officer
Mark Jacoby
Managing Director, Institutional Consultant, Sports & Entertainment Director
True Path Financial and Insurance Services Email Formats
True Path Financial and Insurance Services uses 2 email formats. The most common is {last name}_{first initial} (e.g., doe_j@nlgroupmail.com), used 76.2% of the time.
| Format | Example | Percentage |
|---|---|---|
{last name}_{first initial} | doe_j@nlgroupmail.com | 76.2% |
{first name}{last name} | johndoe@path.org | 23.8% |
About True Path Financial and Insurance Services
True Path Financial and Insurance Services – A diverse, rapidly growing financial services firm committed to creating and securing legacy for every person, business and community we serve. Our team provides our clients with insurance, financial planning, investment management and retirement income strategies that align with each client's unique needs, goals and vision. In addition to walking alongside and serving our clients well, True Path Financial offers a dynamic environment where financial professionals can build and grow their practice with autonomy and in a supportive, team environment. Our partnership with the National Life Group sets our firm apart in the commitment to culture, excellence in all we do and impact we bring to those we employ and serve. National Life Group is a mission-driven and purpose-filled business. They have been partnering with clients for over 170 years to keep their promises of providing families stability in good times and in bad by providing peace of mind to families as they dream into and plan their future. This relationship has allowed us to grow exponentially and remain focused on our goals. In turn, our financial professionals have effectively established rewarding relationships that help clients, as National Life's slogan promises, Experience Life®. Securities and investment advisory services are offered solely by Equity Services, Inc.(ESI), Member FINRA(FINRA.org)/SIPC(SIPC.org). 20 Executive Park, Suite 190 Irvine, CA 92614 (949) 328-1048. True Path Financial and Insurance Services is independent of Equity Services, Inc. operates as Vermont Equity Services, Inc. National Life Group® is a trade name of National Life Insurance Company (NLIC), Montpelier VT, and its affiliates. Equity Services, Inc. is a Broker/Dealer and Registered Investment Adviser affiliate of NLIC. TC104072(1021)P
True Path Financial and Insurance Services revenue & valuation
| Annual revenue | $4,277,750 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $13,700,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
True Path Financial and Insurance Services has 33 employees across 5 departments.
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Number of employees
Funding Data
True Path Financial and Insurance Services has never raised funding before.
True Path Financial and Insurance Services Tech Stack
Discover the technologies and tools that power True Path Financial and Insurance Services's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
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