True Path Financial and Insurance Services
Brendan Fagerberg is a Financial Services Professional at True Path Financial and Insurance Services since July 2024, and previously worked as a Wealth Management Intern at The M Group & Associates from February to August 2023, where collaboration with the president involved client engagement and learning about investment strategies. Brendan gained earlier experience as a Grocery Associate at Amazon Fresh in the summer of 2022 and as a Lead Server at Baskin Robbins from August 2019 to February 2020. Brendan holds a Bachelor of Arts in Financial Planning and Services from the W. P. Carey School of Business at Arizona State University, expected to graduate in May 2024, and is a graduate of San Marino High School from June 2020.
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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