Contact Us

Corporate Headquarters:

We would be delighted to discuss our solutions, services and capabilities in more detail with you. First, let us help to properly route your request to the right team. If inquiring by email, please provide your full name, telephone number, and enough information to allow our adequate response. Please do not request financial transactions via email.

flexPATH Strategies

120 Vantis, Suite 400
Aliso Viejo, CA 92656

Toll-Free: 800.974.0188
Fax: 949.460.9893

Marketing and Sales Inquiries

Kellen Foley, CFA
949.305.3859 x282

Matthew Giovinazzo, CFA
949.305.3859 x126