Join one of Orange County's most respected firms

True Path Financial is the clear choice for financial professionals who want to learn from the best in the business. Backed by the tools, resources, and network of National Life Insurance Company—an organization with 170+ years of family, community and business impact—True Path Financial draws from the vision of a seasoned and dynamic leadership team. Join a team and organization with a reputation earned and sustained over decades of industry practice, thought leadership and community engagement—providing peace of mind in times of need for each and every person served.

Benefit from the best of both worlds: build a business for yourself, but not by yourself

One of the greatest privileges of this industry is that it allows you to be a business owner – not just an employee transacting business. You have the chance to build and grow your practice while making a difference in the lives of your clients. At True Path Financial, as a financial professional that is driven to succeed, you are independent but not alone – in business for yourself but not by yourself.

Gain the independence you want + the support you need 

By joining our True Path Financial team, you will learn how to run a business from an accomplished management team. Our reputation earned over decades – in both the professional and client service level – has been sustained through consistency of vision and action. Our open architecture platform allows you to carve your path independently and advise clients in their best interest. Through the companies of National Life Group – whose innovative products rank among the best in the industry – you also access top-notch resources, tools, and training that help build your business and facilitate your growth. 

Embrace “the challenge” and the reward

Purposeful work, intensive discipline and commitment to bringing peace of mind to everyone we serve are the cornerstones of who we are as a team and an organization. If you accept them as “the challenge,” you will enable yourself to become an impactful and transformative small business owner. This decision will open the door to the abundant rewards of life as a financial professional: achievement of financial independence + positively impacting the lives of your family, clients, and community. The trajectory and success of your career as a financial representative is in your hands. By investing the time, commitment and hard work necessary to build an impactful and successful practice, you gain the rare and envied reward of balancing work with your personal goals and lifestyle.

Vision and Comprehensive Scope 

Achieving our vision hinges on our partnership with financial professionals like you that bring dynamic and resolute personal goals for success.

By 2025, True Path Financial has set to build an impactful team of over 100 financial professionals that serve over 7,500 clients in Southern California. Additionally, we be recognized as the leading provider in the advanced markets of experience and products suitable for charitable giving and other estate strategies.¹