A complete list of active advisors currently associated with Sunpath Financial
Warmer can help you find a great advisor at Sunpath Financial or one who fits your needs even better.
Sunpath Financial is an independent, single-advisor registered investment adviser that serves individual and high‑net‑worth clients. The firm offers comprehensive financial planning, ongoing portfolio management, periodic educational workshops, and also operates as an insurance agency providing annuities and other life/health insurance products. The firm follows a Core + Satellite investment approach, using indexed or passive holdings as the portfolio core and active managers or individual positions as satellites; portfolios may include mutual funds, ETFs, individual equities and fixed income, annuities, REITs, MLPs, and limited partnerships, and the firm may employ covered-call and protective‑put strategies for hedging. Sunpath combines written broad‑based or modular planning engagements with discretionary or non‑discretionary management and may engage third‑party investment managers to implement portions of client portfolios. What is distinctive for a solo independent adviser is the firm’s dual role as a licensed insurance agent appointed with multiple carriers and the resulting potential to receive commissions and renewal compensation on insurance or annuity sales; the brochure indicates such compensation and any conflicts will be disclosed to clients in advance. The firm also regularly presents educational seminars and workshops (often sponsored), provides practical services such as divorce consultation, and does not impose a stated account minimum while coordinating with institutional sub‑advisers when appropriate.
To learn more about the advisors currently working at Sunpath Financial, 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 |
|---|---|---|
Newport Beach, CA
| 8
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")