Find Your Path to Success

True Path Financial and Insurance Services – the General Agency of National Life Group in Southern California – is a diverse, rapidly growing financial services firm committed to creating and securing legacies in our communities.

Led by industry veteran Robert J. Waltos Jr., CFP® CLU®, True Path Financial offers a dynamic environment where financial professionals can build and grow their practice while helping clients achieve financial security.

It's a rewarding path for financial professionals who want to make a difference for themselves, their clients, and their communities. 

Our partnership with the National Life Group of companies has allowed us to grow exponentially and remain focused on our goals. In turn, our financial professionals build rewarding relationships that help clients, as National Life's slogan promises, Experience Life®.


Mehran Assadi“We strive every day to bring peace of mind to everyone we touch, and we've been keeping that promise since 1848. I was raised on the values of  ˜Do good. Be good. Make good', and it's my personal mission to promote that culture within National Life Group.”

             - Mehran Assadi, President and CEO, National Life Group


Robert J Waltos"We go about our business quietly and get the job done, never losing sight of the bigger picture – the welfare of our entire community. We believe in making a difference for each client individually. The success of one can spread to success for many.”

              - Robert J. Waltos Jr., CLU®, CFP® 
                                               CEO of True Path Financial and Insurance Services and General Agent at National Life of Southern California.