How PATH Financial Partners Added $20M in AUM and 30+ Estate Plans in 6 Months with Wealth.com
Advisor: Jason Oestreicher, CFP® Industry Experience: 19 years Firm: PATH Financial Partners, affiliated with Osaic Client Base: Public sector and blue-collar workers, including teachers, higher education employees, first responders, hospital staff, and municipal employees, who typically have ~$1M or less in total assets. The Challenge: Bringing Estate Planning to an Underserved Market For nearly two […]
6 min read Aug 22, 2025