True Path Financial and Insurance Services
Cameron Winchel, MDRT®, has a diverse work experience spanning various industries. In 2022, they joined True Path Financial and Insurance Services as a Financial Services Strategist, representing over 70 different life insurance carriers and offering a portfolio of products such as Cash Value Index Universal Life Insurance, Term insurance, and Annuity based solutions.
From 2016 to 2022, Cameron worked at Capstone Partners Financial and Insurance Services as an Associate Brokerage Director, where they made available the portfolio of MassMutual products to insurance brokers. Cameron also served as a Financial Representative at the same company from 2016 to 2021.
Prior to that, Cameron was an Associate Financial Representative at Trilogy Financial in 2015. Cameron'sresponsibilities included client order entry, meeting support, and supervising client issues and concerns.
Additionally, Cameron has experience in coaching and teaching roles. Cameron served as a Youth Speech & Debate Coach at Young Ambassadors in 2015, providing leadership, public speaking, and debate training to students. Cameron also worked as a Private Speech & Debate Tutor, teaching various communication-based activities.
In 2014 and 2013, Cameron worked as a Communications Instructor & Research Consultant at the National Institute for Homeschool Debate, where they trained students in debate theory, research, and computer skills.
Furthermore, Cameron has political campaign experience, having worked as an Administrative Campaign Consultant and Social Media Manager for Martha Flores Gibson's State Assembly campaign in 2012.
Overall, Cameron Winchel's work experience showcases their expertise in financial services, insurance, coaching, and teaching, with a focus on communication, leadership, and research skills.
Cameron Winchel, MDRT®, obtained a Bachelor's Degree from Concordia University Irvine. The degree was in International Studies with a minor in Political Science. Additionally, Cameron has several additional certifications, including being a member of MDRT, holding a Certificate of Completion in Financial Peace University from Ramsey Solutions, and being a Registered Health & Life Insurance Agent certified by the California Department of Insurance.
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