A complete list of active advisors currently associated with Create Your Path LLC
Warmer can help you find a great advisor at Create Your Path LLC or one who fits your needs even better.
The firm provides financial planning and portfolio management services to individual and high-net-worth clients, offering comprehensive, project-based, and hourly planning options. It serves clients who want an integrated planning relationship—investment management is delivered as part of ongoing comprehensive planning rather than as a standalone service—and the firm also supports do-it-yourself users through an online academy and related content. The firm’s investment approach emphasizes Modern Portfolio Theory and primarily passive management using diversified index funds and ETFs, with portfolios constructed to match client-specific investment policy statements and risk tolerances. It also discloses the use of margin/borrowing in client accounts and discusses the attendant risks, and it manages accounts on a discretionary basis consistent with each client’s stated objectives and restrictions. Compared with many independent peers, the firm combines a small, client-focused practice with several uncommon features: it publishes client-facing content (a blog/periodical and community platform with event access), runs an online Retirement Academy and educational programming, and employs fixed or subscription-style planning fees rather than primarily charging advisory fees based on a percentage of assets. The firm’s background in tax and federal benefits content and its narrow client roster give it a more education- and benefits-oriented service mix than typical peer firms.
To learn more about the advisors currently working at Create Your Path LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Bonita, CA
| 5
|
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