BrightPath Wealth Planning, LLC Employee Directory

Q: What is BrightPath Wealth Planning, LLC known for?

BrightPath Wealth Planning, LLC was founded in 2004. BrightPath Wealth Planning, LLC operates in the Financial Services industry.

Financial ServicesUnited States2-10 Employees

We are a boutique wealth-management firm serving our clients in Santa Barbara County, Ventura County , and West Los Angeles in-person, and nationwide virtually. We offer fee-only advice and nationally-recognized expertise, delivering on the promise of true wealth-management.  We are passionate about helping clients live their best life story.

Find BrightPath Wealth Planning, LLC employees' phone numbers or email addresses

BrightPath Wealth Planning, LLC Global Highlights

North America
4

United States Of America
4

BrightPath Wealth Planning, LLC's Leadership

J. B.
Public Accountant Personal Financial Specialist
Mobile Phone
Email

Contact profiles from BrightPath Wealth Planning, LLC

Name

Title

Contact Info

Location

Last Update

J. B.
Public Accountant Personal Financial Specialist
Mobile Phone
Email
Oct 22, 2024

Frequently Asked Questions

What is BrightPath Wealth Planning, LLC known for?

BrightPath Wealth Planning, LLC was founded in 2004 operates in the Financial Services industry. The company's main headquarters is located in 5999 B Ridge View Street, Camarillo, CA 93012, US; you can contact the main corporate office by phone at

+1-805-764-****

. Explore BrightPath Wealth Planning, LLC's company overview page for more information.

What is BrightPath Wealth Planning, LLC's most common email format?

BrightPath Wealth Planning, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more BrightPath Wealth Planning, LLC email formats with LeadIQ.

How many employees does BrightPath Wealth Planning, LLC have currently?

BrightPath Wealth Planning, LLC has approximately 2 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are BrightPath Wealth Planning, LLC's key employees and leadership?

As of December 2025, BrightPath Wealth Planning, LLC's key employees include:

Public Accountant Personal Financial Specialist: J. B.

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