Sunpath Financial

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

3300 Irvine Ave Ste 150, Newport Beach, ...

Phone Number

(949) 674-5248

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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1

About Sunpath Financial

Sunpath Financial specializes in retirement and wealth management services. They offer tailored financial solutions to help clients achieve their long-term financial goals. The company aims to serve individuals seeking guidance in managing their retirement plans and overall wealth. Their expertise is designed to assist clients in navigating the complexities of financial planning.Explore more
Sunpath Financial's Social MediaPopular SearchesSunpath FinancialSunpathfinancialSunpath Financial Group IncSunpath Financial Incsunpathfinancial IncSIC Code 62,628NAICS Code 52,523Show more

Sunpath Financial Org Chart

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Executive Assistant

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Financial Advisor & Co-Founder

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Financial Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Sunpath Financial

<$5M
1-10
Private
-
2016
LS
Lauren StoneExecutive Assistant
<$5M
1-10
Private
<$5M
2005
<$5M
1-10
Private
-
2001
JW
John WilliamsFounder & President
<$5M
1-10
Private
-
2009
KG
Kelly GolnerDirector, Marketing
<$5M
1-10
Private
-
2013
N/A
<$5M
1-10
Private
-
1953
CM
Connie McDonaldClient Services Receptionist
<$5M
1-10
Private
-
1995
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Sunpath Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Sunpath Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Sunpath Financial.

Sunpath Financial Tech Stack

A closer look at the technologies used by Sunpath Financial

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Frequently Asked Questions Regarding Sunpath Financial

What is Sunpath Financial's official website?
Sunpath Financial's official website is www.sunpathfinancial.com
What is Sunpath Financial's Revenue?
Sunpath Financial's revenue is <$5 Million
What is Sunpath Financial's SIC code?
Sunpath Financial's SIC: 62,628
What is Sunpath Financial's NAICS code?
Sunpath Financial's NAICS: 52,523
How many employees does Sunpath Financial have?
Sunpath Financial has 1-10 employees
What industry does Sunpath Financial belong to?
Sunpath Financial is in the industry of: Finance, Securities Trading
What is Sunpath Financial competition?
Sunpath Financial top competitors include: Lipscomb Investment Group, Crest Retirement Planning, Ironwood Wealth Management, Tuve Investments
What technology does Sunpath Financial use?
Some of the popular technologies that Sunpath Financial uses are: Inspectlet, Google Tag Manager, Font Awesome, jsDelivr
How do I contact Sunpath Financial?
Sunpath Financial contact info: Phone number: (949) 674-5248 Website: www.sunpathfinancial.com
What does Sunpath Financial do?

Sunpath Financial specializes in retirement and wealth management services. They offer tailored financial solutions to help clients achieve their long-term financial goals. The company aims to serve individuals seeking guidance in managing their retirement plans and overall wealth. Their expertise is designed to assist clients in navigating the com... plexities of financial planning.Read More

What are Sunpath Financial social media links?
Sunpath Financial Linkedin page Sunpath Financial Twitter page Sunpath Financial Facebook page
Is Sunpath Financial a public company?
Sunpath Financial is private company therefore does not currently have an official ticker symbol
See more information about Sunpath Financial

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