The opportunity to join one of the area's most respected firms

True Path Financial is the clear choice for financial professionals who want to learn from the best in the business. Backed by the tools, resources, and network of National Life, True Path Financial draws from the vision of its CEO Robert J. Waltos Jr. CFP® CLU®, a name with a reputation earned and sustained over decades of industry practice, thought leadership and community engagement.

The best of both worlds for financial professionals driven to succeed

One of the greatest privileges of this industry is that it allows you to be a business owner – not just an employee transacting business. You have the chance to build and grow your practice while making a difference in clients' lives. At True Path Financial, you are independent but not alone – “in business for yourself but not by yourself”, in our CEO Bob's own words.


The Independence You Want Plus The Support You Need 

By joining us, you can learn how to run business from one of the industry's most accomplished management teams. On both the financial professional and client side, our reputation earned over decades has been sustained through consistency of vision and action. Our open architecture platform allows you to carve your path independently and advise clients in their best interest. Through the companies of National Life Group – whose innovative products rank among the best in the industry – you also access top-notch resources, tools, and training that help build your business and facilitate your growth. 

 

Challenges And Rewards Of Being A Financial Professional

Purposeful work and intensive discipline are cornerstones to who we are. If you accept them as the challenge, you enable yourself to become a small business owner and open the door to the rewards of being a financial professional – of achieving financial independence plus having a positive impact on your clients, family, and community. Your career as a financial representative is what you make of it. By investing the time, commitment and hard work necessary to build a successful practice, you gain the rare and envied reward of balancing work with your personal goals and lifestyle.

 

Vision And Comprehensive Scope 

Our vision for the future depends on financial professionals like you with your own resolute goals for success.

By 2020, True Path Financial's goals are to consist of over 1000 financial professionals and serve over 10,000 clients in Southern California. We will be recognized as the leading provider in the advanced markets of experience and products suitable for charitable giving and other estate strategies.1

 

 

 

1 Associates of True Path Financial and Insurance Services do not offer tax or legal advice. For Advice concerning your own situation, please consult with your appropriate professional advisor.