GoalPath Solutions is an independent RIA and serves over $1.5B in retirement plan assets. Formed in 2018, GoalPath Solutions was recognized by Financial Times as one of America’s Top 401 Retirement Plan Advisers and also received 401(k) Specialist Magazine’s Top Advisor by Participant Outcomes (TAPO) Award for the month of October. GoalPath Solutions is a CEFEX Certified firm. CEFEX is an independent global assessment organization. Its mission is to promote and verify excellence by assessing and certifying conformity to high professional standards of conduct.
| Website | https://goalpathsolutions.com |
| Employees | 6 (3 on RocketReach) |
| Founded | 2018 |
| Address | 10975 Benson Dr, Overland Park, Kansas 66210, US |
| Phone | +1 858-966-4003 |
| Technologies |
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| Industry | Financial Services |
| Keywords | Retirement Plan Advisor, Retirement Planning, Financial Advisor, Retirement Solutions, Investment Management, Ria, Wealth Management, Financial Planning, Portfolio Management, Fiduciary Advisor, Asset Management, Retirement Accounts, Retirement Income, Pension Consulting, Retirement Consulting, Investment Consulting, Financial Services, Employee Benefits |
| Competitors | Salesforce, Pipedrive, HubSpot, Zoho, Freshworks, Microsoft, Insightly - Modern CRM 🧡, Nutshell, monday.com, Base CRM (acquired by Zendesk) +49 more (view full list) |
Looking for a particular GoalPath Solutions, LLC employee's phone or email?
GoalPath Solutions, LLC Questions
Vern Cushenbery is the Founder, Chief Investment Officer of GoalPath Solutions, LLC.
3 people are employed at GoalPath Solutions, LLC.
GoalPath Solutions, LLC is based in Overland Park, Kansas.
Top GoalPath Solutions, LLC Employees
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Vern Cushenbery
Founder, Chief Investment Officer at GoalPath Solutions, LLC
Overland Park, KS, US43 -
Scott Eggers
Director of Retirement Plan Solutions at GoalPath Solutions, LLC
Kansas City, MO, US42 -
Amber Kanzenbach
Financial Coach at GoalPath Solutions, LLC
Lee's Summit, MO, US12
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