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Financial Decisions Should Reflect What Matters to You

We help individuals, families, and business owners connect their financial decisions with the values, priorities, and goals shaping their lives.

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Can You Retire on Your Terms?

Bring your income, investments, Social Security, pensions, healthcare considerations, and long-term priorities into one coordinated retirement plan.

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What Is Your Plan Beyond the Business?

Connect business continuity, succession, ownership, risk, and exit decisions with the financial life you are building outside the company.

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What Still Depends on Your Income?

Review how changes in your family, career, business, and financial responsibilities may affect the protection already in place.

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Your Pension Is One Part of Retirement

We help CalSTRS and CalPERS members consider how pension income, Social Security, savings, investments, and retirement timing work together.

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Financial Planning Starts with Listening

Tony Apostolidis and Ricardo Meneses take the time to understand your story, priorities, and questions before helping you evaluate what comes next.

Meet the LifePath Team

Where Are You Today?

Financial questions often change with your career, family, business, and stage of life. Choose the situation that feels most relevant to see how LifePath can help you evaluate the decisions ahead.

Preparing for Retirement

Preparing for Retirement

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Living in Retirement

 Living in Retirement

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Owning a Business

Owning a Business

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Reviewing Your Protection

Reviewing Your Protection

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Planning With CalSTRS or CalPERS

Planning With CalSTRS or CalPERS

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Bringing the Future Into the Present

Financial planning is the process of bringing the future into the present so we can act on it now.

At LifePath Wealth Advisors, planning begins with understanding what matters to you. We help connect the decisions you are making today with the life, family, business, and future those decisions are meant to support.

Retirement Planning Investment Management Financial Planning for Women Business-Owner Planning CalSTRS & CalPERS Planning Insurance Planning

Planning for the Decisions Ahead

Your financial decisions are connected. Explore how LifePath can help bring the different parts of your financial life into focus, from your broader financial plan to retirement and business-owner decisions.

A Plan Built Around What Matters to You

Comprehensive financial planning brings your goals, investments, retirement, insurance, business interests, and long-term priorities into one coordinated strategy.

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Preparing for Retirement’s Moving Parts

Retirement planning brings together income needs, investments, Social Security, pensions, healthcare considerations, and decisions about when and how to use your resources.

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Planning Beyond the Business

Your business decisions can affect your income, family, employees, ownership plans, and personal financial future. LifePath helps business owners evaluate continuity, succession, risk, and transition decisions together.

Explore Business-Owner Planning

Guidance Begins With a Conversation

Tony Apostolidis and Ricardo Meneses bring complementary experience to the financial decisions LifePath clients face. Their work begins by understanding each client’s priorities, questions, and broader financial situation.

Anthony Apostolidis

Anthony Apostolidis CFP®,  CEPA®,  CPFA®

LPL Registered Principal and Certified Financial Planner™ Professional

"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. I have been involved in this wonderful profession...

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Ricardo Meneses

Ricardo Meneses, CPFA®, RSSA®

Wealth Planner

Ricardo Meneses has spent his career helping financial professionals build stronger businesses and deliver exceptional client experiences. He has been involved in the financial services industry, supporting the advisor community for...

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Latest Insights

What Happens to Your Business If You Cannot Be There?

What Happens to Your Business If You Cannot Be There?

A business can appear well organized until the owner is unavailable and someone needs to authorize payroll, access a critical account, respond to an important client, or make a decision that cannot wait. An illness, injury, family emergency

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When Your Financial Goals Change: How to Revisit Your Plan With Intention

When Your Financial Goals Change: How to Revisit Your Plan With Intention

Life changes can shift your financial goals. Learn how to revisit your financial plan with intention so it continues to reflect your values, priorities, and next chapter.

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Retiring as a Small Business Owner: What to Consider Before You Transition

Retiring as a Small Business Owner: What to Consider Before You Transition

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Let’s Review the Bigger Picture

A financial review gives us an opportunity to understand where you are today, discuss the decisions ahead, and consider how the different parts of your financial life work together.

Schedule a Financial Review