Company Management

GoalPath Solutions, LLC

Financial Services Overland Park, Kansas, United States 7 employees

Employees: 7
Contacts: 3
Emails: 3
Phones: 3

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GoalPath Solutions, LLC Overview

Headquarters: Overland Park, Kansas, United States
Website: goalpathsolutions.com
Industry: Financial Services
Employees: 7
Founded: 2018
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Retirement Planning 401(k) Plans 403(b) Plans Cash Balance Plans Asset Management Fiduciary Advisors Financial Wellness Wealth Management

About GoalPath Solutions, LLC

GoalPath Solutions is an independent RIA and serves over $1.5B in retirement plan assets. Formed in 2018, GoalPath Solutions was recognized by Financial Times as one of America’s Top 401 Retirement Plan Advisers and also received 401(k) Specialist Magazine’s Top Advisor by Participant Outcomes (TAPO) Award for the month of October. GoalPath Solutions is a CEFEX Certified firm. CEFEX is an independent global assessment organization. Its mission is to promote and verify excellence by assessing and certifying conformity to high professional standards of conduct.

GoalPath Solutions, LLC Contact Details

People in AeroLeads: 3
With contact data: 3
Email contacts: 3; 100.0% coverage
Phone contacts: 3; 100.0% coverage

GoalPath Solutions, LLC Org Chart

Sample employees and titles

Name	Title	Location	Contact
Bryan Montemurro, Cfp®	The Mayor of Income Town	Kansas City Metropolitan Area, United States	Email Phone
Vern Cushenbery, Cfa, Cpa	Founder at Goalpath Solutions, Llc	Overland Park, Kansas, United States	Email Phone
Marko Ungashick	CEO, Goalpath Solutions & Two West	Overland Park, Kansas, United States	Email Phone