CandorPath Financial Employee Directory

Financial ServicesFlorida, United States2-10 Employees

CandorPath Financial is a small financial services firm based in Maitland, Florida. The firm emphasizes transparency in financial advising, prioritizing realistic information, clear communication, and proactive behavior within a close client-advisor relationship. Its approach aims to support clients in pursuing financial goals through candid, informed guidance.

Securities are offered through J.W. Cole Financial, Inc., a registered broker-dealer, and advisory services are provided through J.W. Cole Advisors, Inc., with CandorPath Financial operating separately from these entities. Regulatory requirements require proper state registration for securities activities, and responses to information requests may be delayed to maintain compliance. The site notes that information is not intended as a solicitation to buy or sell securities and that investment availability can vary by state.

Find CandorPath Financial employees' phone numbers or email addresses

CandorPath Financial Global Highlights

Location
Employees

North America
9

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  • United States Of America
    9

CandorPath Financial's Leadership

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    J. K.
    Partner And Certified Financial Planner™
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  • Stylized image of a person
    M. M.
    Partner, Certified Financial Planner™, E.A
    Phone icon
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    M. S.
    Director Of Investments, Wealth Advisor
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    M. G.
    Director Of Operations
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    B. H.
    Wealth Manager
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    R. F.
    Client Services Representative
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  • Stylized image of a person
    M. H.
    Client Services Specialist
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CandorPath Financial Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other
  • Community & Social Services

Contact profiles from CandorPath Financial

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. K.
    Partner And Certified Financial Planner™
    Phone icon
    United StatesFlorida
    Apr 16, 2026
  • Stylized image of a person
    M. M.
    Partner, Certified Financial Planner™, E.A
    Phone icon
    United StatesFlorida
    May 28, 2026
  • Stylized image of a person
    M. S.
    Director Of Investments, Wealth Advisor
    Phone icon
    United StatesFlorida
    Apr 17, 2026
  • Stylized image of a person
    M. G.
    Director Of Operations
    Phone icon
    United StatesFlorida
    Mar 11, 2026
  • Stylized image of a person
    B. H.
    Wealth Manager
    Phone icon
    Apr 14, 2026
  • Stylized image of a person
    R. F.
    Client Services Representative
    Phone icon
    United StatesFlorida
    May 29, 2026
  • Stylized image of a person
    M. H.
    Client Services Specialist
    Phone icon
    United StatesFlorida
    May 29, 2026

Frequently Asked Questions

What is CandorPath Financial known for?

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CandorPath Financial was founded in 2018 operates in the Financial Services industry. The company's main headquarters is located in 525 Sybelia Parkway Suite 212 Maitland, Florida 32751 United States. Explore CandorPath Financial's company overview page for more information.

What is CandorPath Financial's most common email format?

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CandorPath Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more CandorPath Financial email formats with LeadIQ.

How many employees does CandorPath Financial have currently?

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CandorPath Financial has approximately 8 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are CandorPath Financial's key employees and leadership?

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As of May 2026, CandorPath Financial's key employees include:

  • Partner And Certified Financial Planner™: J. K.
  • Partner, Certified Financial Planner™, E.A: M. M.
  • Director Of Investments, Wealth Advisor: M. S.
  • Director Of Operations: M. G.
  • Wealth Manager: B. H.

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