# True Path Financial and Insurance Services jobs and careers

> 0 open roles at True Path Financial and Insurance Services as of October 24, 2026. Source: https://www.thejobsmap.com/company/true-path-financial-and-insurance-services

True Path Financial and Insurance Services – A diverse, rapidly growing financial services firm committed to creating and securing legacy for every person, business and community we serve. Our team provides our clients with insurance, financial planning, investment management and retirement income strategies that align with each client's unique needs, goals and vision. In addition to walking alongside and serving our clients well, True Path Financial offers a dynamic environment where financial professionals can build and grow their practice with autonomy and in a supportive, team environment. Our partnership with the National Life Group sets our firm apart in the commitment to culture, excellence in all we do and impact we bring to those we employ and serve. National Life Group is a mission-driven and purpose-filled business. They have been partnering with clients for over 170 years to keep their promises of providing families stability in good times and in bad by providing peace of mind to families as they dream into and plan their future. This relationship has allowed us to grow exponentially and remain focused on our goals. In turn, our financial professionals have effectively established rewarding relationships that help clients, as National Life's slogan promises, Experience Life®. Securities and investment advisory services are offered solely by Equity Services, Inc.(ESI), Member FINRA(FINRA.org)/SIPC(SIPC.org). 1200 Newport Center Dr, Suite 270, Newport Beach, CA 92660 (949) 328-1048. True Path Financial and Insurance Services is independent of Equity Services, Inc. operates as Vermont Equity Services, Inc. National Life Group® is a trade name of National Life Insurance Company (NLIC), Montpelier VT, and its affiliates. Equity Services, Inc. is a Broker/Dealer and Registered Investment Adviser affiliate of NLIC. TC104072(1021)P

## Key facts

| | |
|---|---|
| Open roles | 0 |
| Headquarters | Irvine , CA, United States |
| Founded | 2017 |
| Employees | 11 to 50 |
| Industries | Insurance, Investment Management, Advice, Finance |
| Website | https://truepathfinancialpartners.com |

## Leadership

- Robert J. Waltos Jr., CLU,ChFC,CFP,CASL,MSFS,MSM, Founder and Former Chief Executive Officer
- Phil Jones, Vice President, Operations and Finance
- Pieter Olree, Brokerage Managing Partner
- John D. Romero, Managing Partner

## Common questions

### Is True Path Financial and Insurance Services hiring right now?

True Path Financial and Insurance Services has no open roles listed as of October 24, 2026. Roles appear here as soon as they are posted on True Path Financial and Insurance Services's careers site.

### Where is True Path Financial and Insurance Services headquartered?

True Path Financial and Insurance Services is headquartered in Irvine , CA, United States and was founded in 2017.

### Who leads True Path Financial and Insurance Services?

Robert J. Waltos Jr., CLU,ChFC,CFP,CASL,MSFS,MSM, Founder and Former Chief Executive Officer, is at the top of True Path Financial and Insurance Services's org chart.

### How do I apply for a job at True Path Financial and Insurance Services?

Pick a role on True Path Financial and Insurance Services's TheJobsMap page and select Apply. Every listing links to the original posting on True Path Financial and Insurance Services's own careers site, so you apply directly with the employer.