Open Path Financial

Have updates for this profile? Please contribute data

= Subscriber Access Only

You are viewing a preview of this profile. Request a Preqin Pro demo for full access to all profiles and underlying data.

With Preqin Pro, you gain an unobstructed view of all alternative asset class activity across institutional investors, fund managers, funds, portfolio companies, deals, exits, and service providers.

Request demo

Open Path Financial — overview

About

Open Path Financial is a US-based wealth manager and registered investment adviser. The services it offers include financial planning, retirement planning, tax-advantaged savings strategies, cash flow management, college funding, estate planning, and risk management. The firm provides advisory services to individuals, families, businesses, trusts, estates, charities, pension and profit-sharing plans, and other organizations

Open Path Financial - known decision makers (2)

Contact Name	Position	Location	Email	Telephone	Asset Class
	Financial Advisor	Goleta, US			GEN
	Paraplanner	Goleta, US			GEN

Showing 2 of 2 known decision makers Open Path Financial

Preqin screens the most influential contacts in alternatives, so you only reach the key decision makers

Request a demo to see more

Time to go Pro

Get Preqin Pro for unrestricted access to 600,000+ detailed profiles on fund managers, investors, funds, companies, and other alternative asset players. Unlock exclusive data on future plans, company financials, fundraising history, track records, and more.

Request demo