Cameron Winchel is a Life Insurance Broker & Financial Services Professional at True Path Financial, where he works with individuals, families, business owners, and employers to develop comprehensive protection and tax-efficient financial strategies. With over 10 years of experience in the financial services industry, Cameron specializes in premium financing, legacy protection, and business strategies designed to help employers achieve their long-term financial goals and business objectives.
Recognizing the importance of a collaborative approach, Cameron has built an extensive network of trusted Certified Public Accountants (CPAs), estate planning attorneys, and other professionals across the country. By coordinating with these professionals, he helps clients implement integrated strategies that align their financial, tax, legal, and business needs. Cameron believes that education, accountability, and proactive guidance are the foundation of lasting client relationships and financial success.
Outside of his practice, Cameron is actively involved in charitable organizations, young professional groups, political advocacy organizations, and local chambers of commerce. A lifelong resident of Orange County, California, he enjoys spending time with family and friends, traveling, hiking, working out, pickleball, golf, fantasy football, and spending time with his Italian Greyhound.
Cameron Winchel is insurance licensed in the following states: California Insurance License #0K87064.
Core Services:
Premium Financing
- Preserve Liquidity
- Leverage Financing
- Tax-Efficient Strategies
- Legacy Protection
Business Strategies
- 412(e)(3) Defined Benefit Plans
- Cash Balance Plans
- Defined Benefit Plans
- Defined Contribution Plans
Insurance Strategies
- Term & Permanent life Insurance
- Buy-Sell Agreements
- Key Person Insurance
- Long Term Care Insurance
Advanced Markets
- Foreign Nationals (Mandarin speaking)
- Executive Bonus (Section 162 plan)
- Charitable Asset Gifting
- Split-Dollar Life Insurance Arrangements