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Team

Our team at LifePath Wealth Advisors is dedicated to our clients. We pledge to work with only their best interests in mind. We  believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

Anthony Apostolidis

LPL Registered Principal

(209) 956-7020

Anthony.Apostolidis@lpl.com

"Money is only a tool. It will take you wherever you wish, but it will not replace you as the driver." Ayn Rand. This quote sums up perfectly the philosophy of LifePath Wealth Advisors.
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Kathleen Brandt

Director of Client Services

209 956 7020

209 956 5677

kathleen.brandt@lpl.com

Kathleen just celebrated her 10th year with our office and has been a licensed assistant for the past 8 years, having obtained her Series 6 and 63 registrations which are held with LPL Financial. Her favorite part of being a team...
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Amy Stockton

Director of First Impressions

209 956 7020

209 956 5677

amy.stockton@lpl.com

Amy Stockton became a team member of LifePath Wealth Advisors in October, 2007 as an Administrative Associate. You will usually find Amy at the front desk and as our director of first impressions, she enjoys greeting our clients and...
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