Skip to content
Financial Advisory photo 1

ClearPath Financial

Financial Advisory
Industry
Consulting
Founded
2013
Headquarters
Corona, CA
About

CP Financial & Insurance Solutions, LLC is a financial advisory and planning firm focused on guiding individuals, families, and business owners through comprehensive wealth, retirement, and risk planning. The company provides customized strategies that integrate investment planning, retirement income design, estate considerations, tax awareness, and insurance solutions to address long-term financial goals.


Led by seasoned professionals with experience in investment strategy and personal finance, CP Financial emphasizes a fiduciary-oriented approach that prioritizes client needs and long-term planning discipline. The firm helps clients assess current financial situations, develop tailored investment and retirement frameworks, and implement strategies that seek to preserve capital while meeting evolving financial objectives.


In addition to core advisory services, CP Financial supports clients with tax-aware planning, insurance reviews, and retirement transition guidance designed to align financial resources with lifestyle and legacy goals.

Core Services
  • Retirement Income Planning
  • Investment Advisory Support
  • Estate & Legacy Planning
  • Insurance Strategy
  • Tax-Aware Financial Planning
  • Risk Management Guidance
Category
Consulting
Hours
9:00AM-5:00PM
Verified Partner
Irvine, CA 92612

Relli is a technology marketplace. We do not process transactions, hold investor funds, or act as a broker-dealer. All investments are made directly between the investor and the sponsor.

No communication whatsoever by Relli, Inc. (“Relli”) or any of its affiliates through any medium should be construed or is intended to be a recommendation to purchase, sell, or hold any security, or to provide investment, tax, financial, accounting, legal, regulatory, or compliance advice …

Any historical returns, expected or target returns, or projections are not indicative of future performance and do not guarantee future results. All investments carry risk, including the potential loss of principal.

The content provided by Relli is for general informational purposes only and does not constitute financial or investment advice. While efforts are made to ensure accuracy, Relli makes no guarantees as to the completeness, timeliness, or reliability of the information presented. Any links to third-party websites are provided solely for convenience, and Relli does not endorse or assume responsibility for the content or accuracy of those sites.

Copyright © Relli, Inc.