Create Your Path

At Create Your Path, we believe in providing real financial planning services, not product sales. That’s why we are a fee-only firm, which means we do not receive commissions and are only paid by you, the client. We are also fiduciaries, which is a fancy way of saying we always put your interest first.

Our mission is to partner with Federal employees to create a clear path to their life goals. We help create this path by pairing our unique insight into Federal employee benefits with a comprehensive financial planning process that prioritizes our client’s life goals.

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Advisors at this Office

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This Office

501 W Broadway Ste 800 San Diego, CA 92101-3546 Phone: (619) 483-8690

Primary Office

501 W Broadway Ste 800 San Diego, CA 92101-3546 Phone: (619) 483-8690