True Path Financial and Insurance Services
Cindy (Ru) Bai has a diverse work experience spanning over several industries. Cindy (Ru) began their career as an Accounting & Financial Planning Manager at Motorola China Ltd in 1994 and later moved on to roles such as Operation Controller and Corporate Internal Control and SOX Manager at Motorola Mobility. At Motorola TianJin Manufacturing, they served as the Finance Director, overseeing finance activities for a large-scale manufacturing operation.
Cindy (Ru) then joined Alcoa (China) Investment Company Ltd as the VP of Finance for Alcoa Asia Pacific. Following this, they worked as the CFO at HBA/Hirsch Bedner Associates, a top hospitality design company, and later became the CFO for Leyard Optoelectronic Co., Ltd., a Chinese company specializing in LED display technology.
In 2019, Cindy joined True Path Financial and Insurance Services as a Financial Service Professional, providing clients with financial planning, estate strategies, and insurance solutions. Cindy (Ru) also worked as a Vice President at POM Wealth Management, a technology-based personal wealth management company committed to global success.
Currently, Cindy serves as a Financial Advisor, CFP® at Capital Financial Consultants Group, Inc. Here, they assist clients with financial planning, retirement planning, investment advisory, and insurance management services.
Throughout their career, Cindy has demonstrated their expertise in various areas such as finance management, strategic planning, budgeting, and analysis. Cindy (Ru) 'sexperience spans international markets, leading teams, and executing continuous improvements.
Cindy (Ru) Bai completed their Economic Bachelor's degree in Business Administration and Management, General at the Central University of Finance and Economics from 1988 to 1992. Cindy (Ru) then pursued further education and obtained their MBA degree from Arizona State University from 1999 to 2001.
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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