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Pathfinder Finance and Insurance Solutions
Pathfinder Finance and Insurance Solutions is a other; the Altss profile covers its classification, headquarters, registration, AUM band, and key contacts for...
Pathfinder Finance and Insurance Solutions
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
Firm type
other
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.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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