Worry less, gain financial peace of mind and spend more time doing what you love
Financial planning for small business owners and entrepreneurial professionals

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Financial Planning

Whether you’re building a business, beginning a job search or even starting a vacation, odds are you have a plan. So why wouldn’t you have a customized financial plan that outlines the most important part of your life – your financial future and all of the unique goals and dreams that go with it?

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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 goals and capacity for risk. Diversified portfolios are constructed with the goal to keep fees low and minimize taxes.  

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Why Choose PathBridge Financial?

Hi, my name is David Tuzzolino and I believe gaining financial freedom is one of the greatest accomplishments you can achieve in your life. It gives you the opportunity to live life on your own terms without the stress that can occur without a well-developed plan. Your first crucial step is to choose the right advisor with the right attributes.

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 to act in the best interests of the client. Not only will I always act in the best interests of my clients, but I am bound to do so 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.

Specialist – By focusing on the niche of small business owners and entrepreneurial professionals, I can deliver customized solutions to issues that uniquely affect these two groups.

 

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? Something like this:

Book a free 15-20 minute phone consultation. If we are a match, a longer meeting will be scheduled to discuss your unique financial situation.

Together we develop a customized financial plan that addresses your needs, goals and objectives.

Life changes, and so will your plan. I’ll be there to monitor and update your financial life as needed.

 

ARE YOU A GOOD FIT?