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.
Founder David Tuzzolino, CFA, CFP® featured in:
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.
Investing can be difficult and time-consuming. Let a CFA® Charterholder do the heavy lifting for you with a customized portfolio based on your unique goals, time horizon, and capacity for risk. Diversified portfolios are constructed with the objective of keeping investment fees low and minimizing your tax bill.
A Comprehensive Financial Plan for Travelers
What does a comprehensive financial plan specifically created for people who love to travel even look like? This sample plan illustrates what you receive as a client of PathBridge Financial, and your personalized version will answer pressing questions such as:
- Do I have enough money to retire?
- How do I save for my bucket list travel dreams and the life of travel I desire?
- Will I be able to afford health care before and after retirement?
Why Choose PathBridge Financial?
Hi, my name is David Tuzzolino and I believe gaining financial independence is one of the greatest accomplishments you can achieve in your life. It gives you the opportunity to live life on your own terms, eliminating the stress that can occur without a well-developed plan. Your first step is to choose an advisor with the right attributes.
Specialist – By focusing on travelers within 15 years of retirement, I can deliver customized solutions and expertise on issues that specifically affect this group. Do you have enough money to retire? And to travel in the manner which you desire? Is your bucket list trip funded? What type of health care insurance is needed when traveling overseas?
Experience – Over the last 20+ years in the financial industry, I’ve witnessed the market’s euphoric highs and it’s great-recession lows. When the next market upheaval occurs, be sure your financial advisor has already weathered a storm or two.
Transparency – My pricing is straightforward and easy to understand, displayed clearly on my website. I am a fee-only advisor, which means I don’t receive commissions for selling you a product. The price of my services will be presented to you in writing.
Fiduciary – What is a fiduciary duty? It simply means I always act in my client’s best interest, guided by the CFP Board’s Code of Ethics. Not every financial advisor is held to these high standards. Make certain the one you choose is.
Would you like to learn more?
The hardest part of putting your financial life in order and gaining financial freedom is the first step.
What does the process look like? Follow the link below: