TruePath Financial Planning

Joel Nance is a CFP® professional with 19 years of industry experience, currently serving as an advisor at TruePath Financial Planning since 2007. He holds Series 63 and Series 65 licenses and operates out of Albuquerque, NM. TruePath Financial Planning offers financial planning and portfolio management primarily for individual and high-net-worth clients, as well as 401(k) management services for businesses. The firm uses a long-term asset allocation strategy with a range of investment vehicles and allows clients to customize risk levels and exclude specific investments.

Troy Williamson is a financial advisor at TruePath Financial Planning in Albuquerque, NM, holding a Series 65 designation with four years of industry experience. He has worked at TruePath Financial Planning since 2021 and has concurrently served at Menaul School since 2007. TruePath Financial Planning provides financial planning and portfolio management primarily for individual and high-net-worth clients, as well as 401(k) management services for businesses. The firm employs a long-term asset allocation strategy using a range of investment vehicles and offers customizable risk options, with accounts reviewed at least annually.

Randall Loemker is a CFP® and Series 65-licensed financial advisor with 16 years of industry experience. He is currently with TruePath Financial Planning and has previously worked at Percheron Consulting, LLC, CWM, LLC, and Lane Brothers Investment Counsel. TruePath Financial Planning serves individual and high-net-worth clients with financial planning and portfolio management, as well as 401(k) management for businesses. The firm employs a long-term asset allocation strategy using a variety of investment vehicles and offers customizable risk profiles, with accounts reviewed at least annually.