Create Your Path

At Create Your Path, we operate a little differently than the large brokerage firms. We are an independent, fee-only financial planning firm headquartered in San Diego, CA. However, we leverage technology to provide clients with efficient, prompt, and high-quality service regardless of their geographic location. As a fee-only firm, we do not receive commissions and are only paid by our clients. We are also fiduciaries, which is a fancy way of saying we always put our client’s interests first. We believe federal employees deserve access to specialized financial planning and because we know real financial planning is not product sales, we offer comprehensive financial planning that focuses on our client’s life goals. We work with our clients, on the same side of the table, to help simplify and enhance the quality of their lives.