flexPATH Strategies Information
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flexPATH Strategies
Summary
Founded in 2015, flexPATH Strategies is a privately held firm headquartered in Aliso Viejo, California, operating within the financial services industry. Our specialties include target date funds, 401...Show more
Organization Website | flexpathstrategies.com |
Social Links |  |
Phone Number | 800.974.0188 |
Industries | |
Headquarters Location | 120 Vantis, Aliso Viejo, CA, 92656 US |
Employees Size | 10-50 employees |
Specialties | Target Date Funds, TDFs, 401(k), Retirement Plans, 3(38), Fiduciary, Glidepath, Investment Management, Asset Allocation, Index, Active, Collective Investment Trust |
Founded | 2015 |
Employees Turnover 1 quarter 2026
Number of employees switched from or switched to
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Length of Employment
Employee tenure at flexPATH Strategies shows a diverse range of experience levels:
7% have been with the company for less than 1 year27% for 1–2 years27% for 3–4 years20% for 5–7 years13% for 8–10 years7% have over 11 years of service at flexPATH StrategiesDiscover More
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flexPATH Strategies
Johannes Gerz
Vice President - Southeast
Brian Roberts
Senior Vice President
Nick Della Vedova
President
Dustin Elliot
Service Coordinator
Taylor Mote
Operations Coordinator
Betsy Lockwood
Director, Custom Investment Solutions
Drew Shaughnessy
Senior Investment Analyst
Barbara Watlington
Executive Assistant
Jeffrey Elvander
Chief Investment Officer
Lauren Neeno
Plan Advisor
Janette Oh
Investment Analyst
Jami Chapman
Chief Operating Officer
Fadi Muhtaseb
Operations
Aarya Sudheer
Intern
Brock Della Vedova
Summer Intern
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FAQ
flexPATH Strategies operates in the Finance industries. More details can be found on the official website: flexpathstrategies.com.
The headquarters of flexPATH Strategies are located in Aliso Viejo, United States.
You can contact flexPATH Strategies by phone at 800.974.0188.
flexPATH Strategies currently employs 10-50 people.
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