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 Group serves individual and high-net-worth clients with personalized financial planning and ongoing portfolio management. The firm also integrates institutional third‑party investment managers into client engagements and offers periodic educational workshops along with insurance agency services. The firm employs a Core + Satellite investment approach that blends indexed, passive core holdings with active satellite positions and may use mutual funds, ETFs, individual equities and bonds, annuities, MLPs, REITs and limited options for hedging. Client work is customized through an initial interview and documentation, with portfolios managed on either a discretionary or nondiscretionary basis and subject to periodic reviews. Notably, the firm operates an affiliated insurance agency and its principal is a licensed insurance agent who dedicates a substantial portion of time to insurance activities and may earn commissions and renewal income on insurance or annuity sales; the firm discloses these potential conflicts in advance. The regular offering of educational seminars—sometimes sponsor-funded or fee-based—is also an emphasized service and is presented as general education rather than product solicitation.

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
Joshua Crowe	Newport Beach, CA	9

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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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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