Meet the Team
eMoney: this is your personal financial website where everything that is linked can be viewed in one place.
If you don’t have an eMoney profile, please contact us to send us a message through our website. We’d be happy to set one up for you.
Tax documents for brokerage accounts (beginning with MBU, MDL, MBU or PRU) are in your eMoney vault
- Click on the Vault Tab
- Open the “Brokerage Account Documents” folder
- Open the “Tax Documents” folder
- Open the folder of the account you’d like to access
- Open the appropriate Tax Year folder you’d like to access
- Click on the PDF link to download the tax form to your computer
Please contact us for any other tax forms by clicking here to send us a message through our website.
Some companies provide self-service options, click here to visit our Helpful Links Page to find the company that services your account and create a login profile directly.
We can also do this on your behalf typically with a signed paper form or DocuSign. Feel free to call us at 949.391.7080 or click here to send us a message through our website.
It will be easy! We will send you a detailed email prior to your initial meeting to walk you through it. Relax We got you covered. We want this to be a very interactive and stress-free discussion.
If I am meeting you at your office, how do I find you?
Park in the lot attached to LA Fitness (Link to the attached map pdf) for 2 hour free parking.
What building are you in?
3333 building, “Traveler’s Building”
What floor are you on?
2nd floor suite 280
For your in depth review, please be in front of a screen, preferably a desktop or laptop. This is the best way for us to share relevant information with you. If we are not meeting in-person, we will meet via Zoom. No, you don’t have to be on video (although we like to see your smiling face).
Prior to our meeting, please log in to eMoney to ensure that the financial information is correct and your connections are active. Please contact us if you have any trouble accessing your site.
Our most productive discussions will come by having accurate, up-to-date information.
With the advances in technology, we know there are many ways to connect. With that said, we really enjoy sitting down face to face with our clients. We can connect by phone, Zoom or in person. We want to meet you in the manner that is most convenient.
No, we have access to many different companies and investment firms. Our objective is to find the proper solution for you, regardless of the company.
It’s simple, we seek to understand first before we seek to be understood.
We believe that trust is built through transparency.
We will take the time to get to know you and what is important to you.
We maintain partnerships with highly trained and respected professionals in associated areas such as tax planning strategies, estate planning, business legal matters, liability insurance, etc. These relationships are strictly professional and are not compensated by any fee sharing arrangements. These individuals are not affiliated with ClearPath Team or Prudential.
We maintain a highly accessible business practice. You can expect to reach us whenever you need assistance during our business hours (hyperlink to contact us page).
What if my Financial Advisor is not in the office?
You can reach out to Brandon, Joel or Diana for assistance. You can also contact our assistant Lynn.
Our responsibility is to meet with you annually to review your situation. In cases where you desire more frequent meetings, we will accommodate your request but ask that we meet no less frequently than annually. If more frequent meetings are desired, that is never a problem.