Jared Martin - Email & Phone Number Contact Info | Wealth Management Associate, Brightpath Wealth Planning,

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Jared Martin

Wealth Management Associate at Brightpath Wealth Planning,

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Work Experience

Brightpath Wealth Planning,

Jan 2022 - Present · 2 years and 11 months

Wealth Management Associate

Jul 2022 - Present · 2 years and 5 months

Finance Intern

Jan 2022 - Jun 2022 · 5 months

Ventura County, Ca Chapter Of Financial Planners Association (Fpa)

President Elect

May 2024 - Present · 7 months

Company Details

Brightpath Wealth Planning,

2-10 Employees

We are a boutique wealth-management firm located in Santa Barbara, Camarillo and Westlake Village. We offer fee-only advice and nationally-recognized expertise, delivering on the promise of true wealth-management. We are passionate about helping clients live their best life story.

Website

http://www.brightpathwealth.com

Year Founded

2004

Social Media

LinkedinFacebook

Industry

Financial Services

HQ Location

5999 B Ridge View Street Camarillo, CA 93012, US

Keywords

Wealth ManagementFinancial Planningand Investment Management