Brian Ephraim, CFP®
A little about Brian and his family
Brian and his wife, Jennifer, reside in San Clemente with their two children, Jessika and Brett. As a family, they enjoy the kids’ sporting activities, surfing, paddle boarding, bike riding, and camping in beach and mountain locations across California.
Jenn is very involved at the kids’ schools and managing their extracurricular activities. Brian is the past president of the San Onofre Surfing Club (an iconic organization that dates to 1952).
Brian describes himself as a detail-oriented and loyal person. He likes to do things the right way the first time. Helping clients navigate their financial journeys is his professional passion.
Brian is an avid mountain biker, waterman, and outdoor enthusiast. When not attending his children's sporting activities, he can often be found on the local mountain bike trails or paddling off the Southern California coastline.
Client Relationship Manager
Jeff Sims holds a Series 7 license and has experience in the financial services industry both as an analyst and a service associate. Originally trained as a Gerontologist, he completed a Masters degree at California State University, Fullerton with coursework including public policy, retirement accounts, and long term care. With this background, he hopes to be able to provide a unique perspective on these topics. As client relationship manager at Guided Path Wealth Management, he is your “go-to” for any administrative questions or assistance.
How can Jeff help you?
- He opens and processes new investment accounts
- He can assist with deposits/withdrawals, trading, asset transfers, and account paperwork
- He can assist in servicing all existing investment and insurance accounts
- He can assist in creating your online viewing profile, electing paperless delivery options, and navigating the client website
Jeff is a California native. He has a passion for creative writing and studying philosophy. In his free time, Jeff enjoys the many outdoor amenities that Southern California has to offer.
Corrine has been expertly overseeing the essential administrative functions required at a professional financial services firm since 2006. As project manager at Guided Path Wealth Management, she will continue helping our clients with administrative matters in the back office, while overseeing specific operational functions. Knowledge, experience, and a passion for client service are among her many strengths.
How can Corrine help you?
- She provides backup for the firm’s administrative operations as needed
- She can assist in servicing existing client accounts
- She works closely with our clients to process all risk management related matters
Corrine holds California life and health, variable, and long-term care insurance licenses and has over a decade of experience providing professional guidance to clients.
Corrine is married to Michael and together they are raising two active young boys: Beckham and Brooks.