Shane Moore

How Can I Help You Today? Contact Me Directly with Inquiries

Role: Financial Services Advisor at True Path Financial and Insurance Services
Location: Los Angeles, CA, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Shane Moore

Helping clients create, build and protect assets, both personally and professionally. Licensed insurance broker. I leverage my over a decade of multi-industry sales experience while helping clients ascend financial plateaus and protect their families and assets. My purpose is people-driven, I\'m here to help! My strong financial background and marketing acumen make it easy to assist clients and partners from a technical level. If you\'d like to learn how you can help protect your family, please reach out to me today.

Experience

Financial Services Advisor
True Path Financial and Insurance Services
Sep 2024 — Present · Newport Beach, CA, US
Broker with TruePath (via NLG), helping families & businesses with tax planning/strategies, life insurance, annuities, retirement planning and so much more.

Education

Towson University
Bachelors of Science, Finance – Business Administration
2013 — 2017

Contact information

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Work email
•••••@truepathfinancialpartners.com
Personal email
•••••@•••••.com
Direct dial
+17•••••••47

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Current company

True Path Financial and Insurance Services

Financial Services · 48 employees · Founded 2017 · Irvine, California, United States

True Path Financial and Insurance Services – A diverse, rapidly growing financial services firm committed to creating and securing legacy for every person, business and community we serve. Our team provides our clients with insurance, financial planning, investment management and retirement income strategies that align with each client's unique needs, goals and vision. In addition to walking alongside and serving our clients well, True Path Financial offers a dynamic environment where financial professionals can build and grow their practice with autonomy and in a supportive, team environment. Our partnership with the National Life Group sets our firm apart in the commitment to culture, excellence in all we do and impact we bring to those we employ and serve. National Life Group is a mission-driven and purpose-filled business. They have been partnering with clients for over 170 years to keep their promises of providing families stability in good times and in bad by providing peace of mind to families as they dream into and plan their future. This relationship has allowed us to grow exponentially and remain focused on our goals. In turn, our financial professionals have effectively established rewarding relationships that help clients, as National Life's slogan promises, Experience Life®. Securities and investment advisory services are offered solely by Equity Services, Inc.(ESI), Member FINRA(FINRA.org)/SIPC(SIPC.org). 20 Executive Park, Suite 190 Irvine, CA 92••••••••48. True Path Financial and Insurance Services is independent of Equity Services, Inc. operates as Vermont Equity Services, Inc. National Life Group® is a trade name of National Life Insurance Company (NLIC), Montpelier VT, and its affiliates. Equity Services, Inc. is a Broker/Dealer and Registered Investment Adviser affiliate of NLIC. TC10••••••21)P

truepathfinancialpartners.com

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About Shane Moore

Experience

Financial Services Advisor

Education

Towson University

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