What departments does True Path Financial and Insurance Services have?

True Path Financial and Insurance Services has employees across 7 departments including Business, Consultant, Human Resources, Finance, Accounting.

What is the largest department at True Path Financial and Insurance Services?

The largest department at True Path Financial and Insurance Services is Finance with 5 employees.

How has True Path Financial and Insurance Services's team size changed over time?

True Path Financial and Insurance Services's team has decreased from approximately 49 to 45 employees based on available data.

True Path Financial and Insurance Services Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

True Path Financial and Insurance Services is a financial services firm offering insurance, financial planning, investment management, and retirement income strategies designed to align with each client's goals and vision. Its client base includes individuals, businesses, and communities seeking to create and protect a lasting legacy, with services tailored to their unique needs. Securities and investment advisory services are provided solely by Equity Services, Inc., and True Path operates independently under Vermont Equity Services, Inc.

Based in Irvine, California, the firm is described as a small to mid-sized organization with a structure that supports both autonomy for financial professionals and a collaborative, team-oriented culture. Its partnership with National Life Group—an organization with more than 170 years of client service—anchors its approach to culture and service, emphasizing stability and peace of mind for clients as they plan for the future.

True Path Financial and Insurance Services Global Highlights

North America
75

United States Of America
73
Canada
1
Mexico
1

Asia
5

India
5

Europe
2

Belgium
1
United Kingdom Of Great Britain And Northern Ireland
1

Oceania
2

Australia
2

True Path Financial and Insurance Services's Leadership

J. F.
Vp Of Career Devolpment
Mobile Phone
Email
L. M.
Business Owner
Mobile Phone
Email
S. C.
Owner/Coach
Mobile Phone
Email
K. A.
Agency Owner/Licensed Insurance Agent
Mobile Phone
Email
C. R. G.
Director
Mobile Phone
Email
I. B.
Senior Financial Consultant
Mobile Phone
Email
J. T.
Insurance Agent And Employee Benefits Specialist
Mobile Phone
Email
L. J.
Financial Advisor
Mobile Phone
Email

True Path Financial and Insurance Services Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Finance
Recruiting
Sales
Other
Accounting

Contact profiles from True Path Financial and Insurance Services

Name

Title

Contact Info

Location

Last Update

L. M.
Business Owner
Mobile Phone
Email
Jun 28, 2026
S. C.
Owner/Coach
Mobile Phone
Email
United StatesIowa
Jun 29, 2026
K. A.
Agency Owner/Licensed Insurance Agent
Mobile Phone
Email
United States
Oct 22, 2024
C. R. G.
Director
Mobile Phone
Email
IndiaNCT
Jun 01, 2026
I. B.
Senior Financial Consultant
Mobile Phone
Email
Oct 17, 2024
J. T.
Insurance Agent And Employee Benefits Specialist
Mobile Phone
Email
United StatesNew Hampshire
Feb 18, 2026
L. J.
Financial Advisor
Mobile Phone
Email
United States
Jun 29, 2026
M. N.
Financial Services Professional
Mobile Phone
Email
United StatesKentucky
Apr 15, 2026
L. P.
Financial Accountant
Mobile Phone
Email
AustraliaNew South Wales
Jun 28, 2026
Y. N.
Consultant
Mobile Phone
Email
United StatesTennessee
Jun 26, 2026

Frequently Asked Questions

What is True Path Financial and Insurance Services known for?

True Path Financial and Insurance Services was founded in 2017 operates in the Financial Services industry. The company's main headquarters is located in 20 Executive Park Irvine, California 92614 United States; you can contact the main corporate office by phone at

+1-626-325-****

. Explore True Path Financial and Insurance Services's company overview page for more information.

What is True Path Financial and Insurance Services's most common email format?

True Path Financial and Insurance Services employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more True Path Financial and Insurance Services email formats with LeadIQ.

How many employees does True Path Financial and Insurance Services have currently?

True Path Financial and Insurance Services has approximately 46 employees as of July 2026. These team members are located across 4 continents, including North AmericaAsiaEurope.

Who are True Path Financial and Insurance Services's key employees and leadership?

As of July 2026, True Path Financial and Insurance Services's key employees include:

Vp Of Career Devolpment: J. F.
Business Owner: L. M.
Owner/Coach: S. C.
Agency Owner/Licensed Insurance Agent: K. A.
Director: C. R. G.

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True Path Financial and Insurance Services Employee Directory

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