3200 Park Center Drive, Suite 1240, Costa Mesa, CA 92626

(949) 471-5858
Client Login
DirectPath Financial Home
  • Home
  • About Us 
    • About Us
    • Meet the Team
  • Our Approach
  • Our Process
  • Who We Serve
  • Services 
    • Personal Services
    • Business Services
  • Resources 
    • About AdviceWorks
    • Cetera Market Outlook
    • Resource Library
  • Contact

Top 5 Things to Tell Your Financial Pro

Here are the top 5 things your team may want to hear.

Have A Question About This Topic?

Thank you! Oops!

Related Content

Emotional vs. Strategic Decisions

Emotional vs. Strategic Decisions

Information vs. instinct. Are your choices based on evidence of emotion?

A New Way to Look at Your Bucket List

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Emerging Market Opportunities

Emerging Market Opportunities

What are your options for investing in emerging markets?

Contact

Office: (949) 471-5858

Fax: (949) 471-5828

3200 Park Center Drive

Suite 1240

Costa Mesa, CA 92626

ddodgen@directpathfinancial.com

Quick Links

  • Retirement
  • Investment
  • Estate
  • Insurance
  • Tax
  • Money
  • Lifestyle
  • Latest Articles
  • All Videos
  • All Calculators

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Copyright 2026 FMG Suite.

Financial Planning and Investment Advisory Services offered through Sovran Advisors, LLC.  Registered Representative offering securities  through Cetera Wealth Services, LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA insurance license #0644976), member FINRA/SIPC. Some advisory services also offered through Cetera Investment Advisers LLC, a registered investment adviser.  Fixed insurance products offered through Sovran Insurance Services, CA insurance license 6010594.  Sovran and Cetera are not affiliated and under separate ownership from any other named entity. Branch Phone #949-471-5810

This site is published for residents of the United States only. Registered Representatives of Cetera Wealth Services, LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Wealth Services, LLC site at https://cetera.com/cetera-wealth-services/disclosures 

Regulatory Disclosures and Resources:

Sovran Advisors, LLC: Learn more about Sovran Advisors firm's background on the SEC's Advisor Report | Form ADV2A | Privacy Policy | Form CRS |

Important Disclosures and Form CRS | Business Continuity