Matthew Stubblefield
Financial Advisor @True Path Financial and Insurance Services
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WORK HISTORY
Financial Advisor @True Path Financial and Insurance Services
San Francisco, CA, US
EDUCATION
San José State University
Bachelor of Science (B.S.), Chemical Engineering
Drexel University's LeBow College of Business
Master of Business Administration (MBA), Entrepreneurship and Innovation
SKILLS
ABOUT MATTHEW STUBBLEFIELD
I have always had a passion for taking things apart, learning how they fit together, and finding ways to make them better and more efficient. My passion for process improvement and optimization can be seen throughout my career from manufacturing, supply chain, and technical and business program management. I now help people understand where they are and create manageable and trackable steps to help them achieve their goals.As a financial advisor, I strive to help families and individuals achieve their financial goals, no matter how big or small, by uncovering all of the available options they have at their disposal. I not only help people create diversification in what they invest in, but also the types of accounts they use to help you pay the taxes that you owe, but don\'t leave Uncle Sam a tip.Feel free to call or email me at 92••••••18 or s••••••••@nlgroupmail.com to set up a 15-minute introductory callCA license #43•••42Matthew Stubblefield is a Registered Representative and Investment Adviser Representative of, and securities and investment advisory services are offered solely by Equity Services, Inc.(ESI), Member FINRA/SIPC, 20 Executive Park, Suite 190, Irvine, CA 92614, 94••••••48. True Path Financial and Insurance Services is independent of Equity Services, Inc. ESI is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company (NLIC), Montpelier, Vermont. National Life Group is a trade name of NLIC and its affiliates. True Path Financial and Insurance Services’ agents are independent contractors and are not employees of any National Life Group entity.Matthew Stubblefield is licensed to sell securities in California and insurance-licensed in California. An endorsement of this individual is not a referral of them for investment advisory services and may not reflect others’ views or experiences. TC87•••••••63
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