PathBridge Financial is a fee-only, financial advisor based in Pittsburgh, PA. The firm specializes in providing comprehensive financial planning and investment management services for people who love to travel and are approaching or already enjoying retirement. Clients never pay a commission of any kind and will always be provided with ethical and unbiased financial advice.
Retirement can mean many things. Whether it's traveling the world, spending more time with family, or starting a rewarding second career, this transition can be filled with unsettling questions. A customized, financial plan will help you answer these questions and prepare you to confidently take the next step in life.
Retirement can mean many things. Whether it's traveling the world, spending more time with family, or starting a rewarding second career, this transition can be filled with unsettling questions. A customized, financial plan will help you answer these questions and prepare you to confidently take the next step in life.
Services
David Tuzzolino, CFA, CFP, is a fee-only financial advisor based in Pittsburgh, PA. He is the Founder and CEO of PathBridge Financial, a firm that specializes in providing comprehensive financial planning and investment management services for travelers that are approaching or already enjoying retirement.
I deliver maximum value when working on complex situations that involve retirement planning. Are you a traveler at heart? Diligent savers that are within 15 years of retirement and have accumulated $500,000 or more of investment assets. People who value professional guidance and understand that a successful retirement is too important to handle on their own.
Every financial advisor has a unique process, so as a potential client, how do you know what to expect? The following outline will walk you through six easy steps, from introduction to ongoing engagement. If we are not a good fit for one another, I will gladly introduce you to a firm that is better suited to your specific needs.
Customized financial planning starts with you. What is important in your life? How should we prioritize your goals? What does financial success mean to you? Only by answering these questions can we then move forward with your personalized financial plan. A free 20-minute phone consultation to discuss the financial planning process and discover if we are a good fit.
A globally diversified portfolio is constructed once your goals and risk tolerance are fully understood. Low fees, tax minimization, and expected performance are weighed heavily as each investment is selected. Portfolios are designed for the long-term and built to ride out the volatility of the market.
Reviews (2)
Christine Pirtle
Dec 26, 2021
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Kevin Faulker
Mar 11, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
My wife and I couldn’t be happier working with David and PathBridge Financial. David is very detailed and provides a wide range of services. He takes a personalized, realistic approach with our financial plan. We highly recommend David and the services offered by PathBridge Financial.
My wife and I couldn’t be happier working with David and PathBridge Financial. David is very detailed and provides a wide range of services. He takes a personalized, realistic approach with our financial plan. We highly recommend David and the services offered by PathBridge Financial.
