Sunpath Financial

So, big milestones in my life checked off: got a «real» job after years in grad school, got married… finally feel like an adult. Except now, I get the pleasure of thinking about the «what-if’s» in life, and that includes «what if I croak way earlier than I ever anticipated?». I met with Albert Lee, who walked me through the «what happens» if the «what ifs» occur, and that obviously involves life insurance. I didn’t know what to expect when I walked in, but Albert really put things in easy terms for me to understand, he led me through various insurance plans, AND he even went through a financial review of my (and my spouse’s) current finances to help identify which plans would suit our family best. Albert really took his time, was detail-​oriented, and was very honest with his recommendations. I felt really comfortable, and I honestly did feel that I was in good hands. Nobody wants to plan for the scary «what-​ifs» in life, but I’m glad that I do have a plan to ensure that my family is taken care of.

Extremely knowledgeable in the investment sphere. They will help you carve out a smart path towards the future.

I came to Sunpath for help in constructing an overall career financial plan moving forward. They did not disappoint. Albert did a great job in walking me through each step of the planning process, making sure the plan we created fit my personal needs. Would definitely recommend these guys to anyone looking for financial advice!

As I’m nearing 30, I had never visited a financial planner before I went to Sunpath, but I started to get an idea of the bigger picture of my finances and how important they were to my future. I saw Albert and he was very accommodating and helped map out my current finances and explored some of the basic ways I could start investing my money outside of the basic retirement fund my company has.
Now I finally feel like I have some financial stability in my life, and I look forward to continuing to see Albert as my income grows and I can get into some of the meatier investing options outside of an IRA.

Josh was extremely helpful in planning out what to do with an insurance settlement I received. He was friendly and professional in the way that he presented himself, and was willing to meet with me the same day I emailed him. The advice he gave me was very valuable, and I would definitely recommend him to others.

Josh is highly attentive and thorough with advising on finances. He can create a portfolio for you that helps with taxes and saving for everything. When I received an increase in my income, I thought of him right away of how to manage the savings and prevent getting completely eaten away by taxes. You truly feel you’re being taken care of as he always stays in communication for any changes that may affect you.

I originally came to Josh just to have him review some of my taxes. He did great in explaining everything, and I mean everything that I had questions on. He took the time that no one else has taken with me. He saved me some money on my returns but what is going to bring me back is not only his knowledge, but the time he took. I cannot say enough about his customer service. I’m now planning on bringing all of my business to him because of how comfortable he makes me feel. I know and feel that Josh truly is looking out for me and you can’t put a price tag on that.

Josh is very knowledgable with all products available on the marketplace. I always go to him for advice on high yield investments and asset protection. Thanks Josh!!!

Transitioning from an employee at a salon to becoming an independent contractor was a huge step. Managing my finances is now a key part of my business. I’ve known Josh for many years, so, I went in with high expectations and he even surpassed those. Very personable but also to the point. We developed a plan suited perfect for my needs and I now feel I am set up for success. Joshua Crowe is your guy!

Was always nervous to meet with a financial advisor but glad I did! josh made me feel very comfortable and now I’m happy to have a plan set I for when I so retire! Highly recommended!

Josh was a referral to me from a friend that had purchased life insurance, which i was currently looking for. I met at josh’s office in irvine where we sat in a nice meeting room. One thing i liked was that he greeted me with a big smile and immediately offered me a cold bottle of water, kinda off topic but thoughtful of him. Josh had a very bubbly personality, very personable. He focused on getting to know me and my family far before we delve into business, which was unique to me. After getting to know eachother he walked me through a few worksheets tht helped me figure what my insurable amount was. He stated that more often than not people under or over insure themselves paying too much for additional coverage they dont need, or not having enough to protect their loved ones if something did. After we figure my insurable amount he explained term and perm life insurance to me and how we could blend the two to cover short term debt with one and legacy and finanal expenses with the other. One other thing i liked was that the permanent policy i bought had some sort of cash value account that builds up over time so i could borrow against it in the future or it would be added to my face amount if anything were to happen to me. Price and security in a company was a concern to me. So josh explained that he tries to sell pru products becauaw he believes stronfly in the company, but if i couldnt afford the cost prudential allows him to broker out to other companies and sometimes that the cheaper route. Anyhow, long story short i bought the pridential products and have had them going on a year now. Premiums are guaranteed to stay the same forever and i am fully covered. Very pleased with josh and his services.