Julie Sherman

Client Relations

julie@cpfinancial.net

Contact

Toll-Free: 888-603-9379

4740 Green River Rd

Ste 108

Corona, CA 92880

invest@cpfinancial.net

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ClearPath Financial and Insurance Solutions, LLC specializes in retirement income planning. All investment advisory services and account management is provided exclusively through Abraham and Co, Inc., a Registered Investment Adviser and its custodian, TD Ameritrade Institutional. Investment advisory services are only offered to clients, or prospective clients, in jurisdictions where Abraham and Co. Inc. and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes and is not intended to convey specific tax or financial advice. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advisory services or account management may be rendered by ClearPath Financial and Insurance Solutions, LLC or Abraham and Co. Inc. unless a client service agreement is in place.

Julie Sherman

Client Relations

(951)-582-4742

julie@cpfinancial.net