Jake Sarnoff Email & Phone Number

As a financial representative at True Path Financial, I recognize that taxation is a pivotal aspect of financial strategies, and my expertise lies in crafting tailored financial strategies designed to maximize your wealth through tax efficiency. I understand that your financial success isn’t solely about what you earn – it’s about what you keep. I'm not afraid to explore unconventional ideas and solutions that traditional planning may overlook. Most of the strategies we implement are usually saved for the top 1%, but we have made them accessible to almost anyone.I've successfully helped many clients achieve their retirement, estate, and financial goals. I'm committed to empowering my clients, offering not just guidance, but a holistic financial experience that allows them to pursue their aspirations with confidence.

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  Loyola Marymount University