Brian Ephraim, CFP®
Principal
A little about Brian and his family
At Guided Path Wealth Management, my mission is to empower individuals and families with financial guidance that helps them live their best lives. I believe in providing each client with a truly personalized, boutique experience, treating them as if they’re my only client. By combining intellectual capital with professional expertise, I strive to help clients anticipate and navigate life’s inevitable financial challenges, keeping them on course toward long-term financial security and success.
As the Principal of Guided Path Wealth Management, I take pride in my meticulous attention to detail and unwavering commitment to doing things right the first time. I am actively involved with the Financial Planning Association, where I have been recognized for chairing and developing the Orange County Chapter’s robust study group, fostering knowledge and collaboration amongst my peers. My dedication to clients and the financial planning community reflects my deep commitment to helping others achieve their goals—both financial and personal.
My wife, Jennifer, and I live in San Clemente and have recently become empty nesters! Our two children are currently attending college. Jessika is a Business/Finance major at Cal Poly San Luis Obispo, and Brett is a scholarship distance runner at Colorado State. As a family, we have always prioritized spending time together—whether in California or at our second home on the Sea of Cortez shoreline in Baja.
Personal interests
As an avid mountain biker and waterman, outdoor adventures are my passion. This reinforces the value of a work-life balance. Whether I’m navigating a new trail or exploring the ocean, I find inspiration and clarity in nature.
Telephone: 949.441.3102
Lori Fletcher
Client Relationship Manager
Hi there! I’m Lori Fletcher, and I’m so glad you’re taking the time to explore our website and learn more about Guided Path Wealth Management.
As the Client Relationship Manager, my goal is to ensure that every interaction you have with our firm is smooth, efficient, and enjoyable. With over 25 years of experience in the financial industry, I’ve had the privilege of working in nearly every aspect of it, and I find great satisfaction in helping our clients.
I oversee all the administrative operations and can assist you with the following.
- Deposits/withdrawals and any related transactions.
- Updating contact information.
- Creating online viewing profiles, electing paperless delivery options, and navigating the secure client portal.
- Account transfers, rollover processing, and setting up new accounts.
- Any other client service needs you might have.
When I’m not working, you can find me in Central Florida with my husband, Tom. I’m a proud mom to three grown kids. I love walking around the lakes near home or exploring Walt Disney World with Mickey. I’m a big fan of the World Surf League Championship Tour and never miss watching a competition. I love all dogs and can’t pass up the chance to pet every one I come across!
I look forward to working with you and ensuring your experience with us is as positive and seamless as possible.
Telephone: 949.441.3103