True Path Financial and Insurance Services Information
Contact top employees from
True Path Financial and Insurance Ser...
Summary
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 pr...Show more
Industries
Financial Services
Headquarters Location
Employees Size
10-50 employees
Specialties
Estate Planning Strategies, Tax Strategies, College Accumulation Planning, Employee & Executive Benefits, Risk Management Strategies, Financial Planning, Advisory Services, Investment Services, Retirement Planning, 401K
Founded
2017
Contact True Path Financial and Insurance Services
Organization Website
Social Links
Phone Number
+1949 328 1048
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 2012 | Privately Held | 1 - 25 | 1.4M | $400K | |
| 2015 | - | 1-10 | - | $- | |
| 2007 | - | 1-10 | - | $- |
Estimated Website Traffic
The chart shows a decline in traffic to the truepathfinancialpartners.com website. In August, traffic decreased to 273, compared to 314 in the previous month. The highest traffic in 2025 was recorded in July, reaching 314 visits.
Employees Turnover 3 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Length of Employment
Employee tenure at True Path Financial and Insurance Services shows a diverse range of experience levels:
8% have been with the company for less than 1 year23% for 1–2 years38% for 3–4 years23% for 5–7 years8% for 8–10 yearsEx-employees positions
In Company
In New Company
Contact top employees from
True Path Financial and Insurance Ser...
Jimmy Barnes
Chief Executive Officer
Cameron Winchel
Financial Services Strategist
Michael Marcus
Financial Services Professional
Vivia Strome
Saleswoman
Melissa Northway
Financial Services Professional
Phil Jones
Vice President, Operations and Finance
Michael Byrne
Managing Partner
Samuel Zhou
Financial Services Representative
Samantha Ross
Financial Services Professional
Tyler Ostrovsky
Financial Services Representative
Robert Lyons
Financial Services Professional
Pieter Olree
Brokerage Managing Partner
Jake Hagedorn
Financial Services Professional
Mark Jacoby
Managing Director, Institutional Consultant, Sports & Entertainment Director
Jennifer Zacher Esq
Financial Services Professional
Derick Wright
Lead Recruiter
Ryan Sparno
Financial Services Professional
Joshua Manabat
Financial Services Professional
Monica Sharma
Recruiter
Jaime Romero
Financial Services Professional
Craig Boozer
Associate Managing Director
Jaime Beltran
Financial Service Professional
Daniel Fomenko
Financial Services Professional
Marlene Cendejas
Marketing Coordinator
Jake Martin
Account Manager
Brendan Fagerberg
Financial Services Professional
Brandon Lee
Financial Services Professional
