Retire wisely, retire well
Financial advice to help you achieve the life you want in retirement

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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 clients that are within 15 years of retirement. Clients never pay a commission of any kind and will always be provided with unbiased and trustworthy financial advice.

 

Founder David Tuzzolino, CFA, CFP® Featured as a Financial Advisor and Investment Analyst in

PathBridge Financial as Featured In CNN

PathBridge Financial Featured in US News & World ReportPathBridge Financial as Featured In the Wall Street JournalPathBridge Financial as Featured In Barrons

Financial Planning

Retirement can mean many things. Whether it’s traveling the world, spending more time with family and friends 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.

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Investment Management

Investing can be difficult and time-consuming. Let a CFA® charterholder do the heavy lifting for you with a specialized portfolio based on your unique goals and capacity for risk. Diversified portfolios are constructed with the objective of keeping investment fees low and minimizing your tax bill. 

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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 clients within 15 years of retirement, I can deliver customized solutions to issues that specifically affect this group.

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 here 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 before any work begins.

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:

Steps to Becoming a Client