BrightPath Wealth Planning
Finance · California, United States · 1-10 Employees
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Overview
Headquarters
5999 Ridge View St Ste B, Camarillo, Cal...Phone Number
(805) 764-0335Website
www.brightpathwealth.comRevenue
<$5 MillionIndustry
ZI Rank: 1
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ZI Rank
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About BrightPath Wealth Planning
BrightPath Wealth Planning is an independent fee-only financial planning and investment advisory firm that focuses on providing clients with personalized financial guidance. The firm offers a range of services including investment analysis and management, elder planning, legacy planning, life transitions, retirement planning, and spend-down planning. Owned and operated by Pete Kozak, the firm emphasizes transparency and a fiduciary approach, ensuring clients receive unbiased advice without commission-based incentives. BrightPath Wealth Planning aims to empower clients to navigate their financial journeys with confidence and clarity.Explore more
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BrightPath Wealth Planning is an independent fee-only financial planning and investment advisory firm that focuses on providing clients with personalized financial guidance. The firm offers a range of services including investment analysis and management, elder planning, legacy planning, life transitions, retirement planning, and spend-down plannin... Read More
