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Pathfinder Finance and Insurance Solutions
Pathfinder Finance and Insurance Solutions is listed in the Altss directory; the profile covers headquarters, registration, AUM band and key contacts for...
Overview
PATHFINDER FINANCE AND INSURANCE SOLUTIONS is a state-registered investment adviser in Irvine, CA. It has one employee. The firm is based in Irvine.
General information
Frequently asked questions
What specific services does Pathfinder Finance and Insurance Solutions provide?
The firm structures life insurance, disability insurance, long-term care, and annuity products as core components of broader financial plans. For business owners, it also arranges buy-sell funding, key-person coverage, and executive bonus plans. Its model combines insurance implementation with investment advisory, giving clients a single point of contact for risk management and asset allocation.
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