# Pathfinder Finance and Insurance Solutions

Pathfinder Finance and Insurance Solutions is an other.

## Overview

- **Organization type:** other
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 139679
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/139679

## About

PATHFINDER FINANCE AND INSURANCE SOLUTIONS is a state-registered investment adviser in Irvine, CA. It has one employee. The firm is based in Irvine.

## 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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- [Trasatti Wealth Planning](https://altss.com/profile/trasatti-wealth-planning-llc)
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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/pathfinder-finance-and-insurance-solutions

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