About
Helping you bridge the obstacles on your path to financial success

 

Do We Make a Good Match?

You:

You are passionate, ambitious and you put your heart and soul into your work. You ran the neighborhood lemonade stand when you were a kid, entrepreneurial from the start. You have goals and dreams, but you’re unsure if you’re in the financial position to achieve them.

Your time is precious and you’d like to use it doing what you love, pursuing your interests and spending time with loved ones. 

You are now at a point in your life where it’s time to take charge of your financial goals, to plan for your future. You are willing to spend the time, money and energy to ensure a successful outcome.

PathBridge Financial:

I can help. PathBridge Financial is a fee-only financial advisor that specializes in servicing the unique needs of small business owners and entrepreneurial professionals. I provide customized financial plans and investment management services for time-starved clients who are ready to achieve their life’s goals and gain financial peace of mind. 

I am based in Pittsburgh and I am happy to work with clients at their convenience, whether it’s in person or virtually across the country.

BIO:

David Tuzzolino, CFA, CFP®
Founder and CEO

My passion for entrepreneurship began in grade school when I bought gum in bulk and, after a quite reasonable markup, resold it to classmates. After spending over twenty years as a portfolio manager and equity analyst, including time with institutions such as Bank One, JP Morgan and Bank of New York Mellon, I decided to create a financial advisory firm that would cater to the unique needs of entrepreneurs. Goal-oriented and with little time to waste, I realized this group of professionals would benefit greatly from customized financial planning help that is unique to their situation.

More About David:

  • As an analyst, I appeared on Bloomberg Television and was quoted in articles featured online at the Wall Street Journal and Barron’s.
  • Pittsburgh is my adopted home and I have been lucky enough to live in the city for nearly 14 years. I am constantly amazed at the friendliness and hospitality of Pittsburghers, except maybe after a Steelers loss.
  • I completed an MBA at the University of Tulsa and I bleed Orange as an undergraduate alumnus of Syracuse University. Go Cuse!
  • A love of exploring new cultures and cuisines has taken me to 43 countries and counting. If you need a good restaurant recommendation for your trip to Rome, please let me know.

What’s with All the Acronyms?

They may be confusing, but they are crucial when you are deciding on a financial advisor. The right professional designations can ensure your advisor has the experience and knowledge to expertly handle your unique financial needs. 

CFA® – Chartered Financial Analysts put in over 1,000 hours of self-study, on average. They must pass three levels of exams, each lasting six hours and covering topics including Ethical and Professional Standards, Investments, Portfolio Management and Wealth Planning. Finally, they must complete four years of relevant professional work experience before being awarded the charter. Only one in five candidates are ultimately successful. For more information please visit the CFA Institute website.

CFP® – Certified Financial Planner™ professionals must satisfy a rigorous financial planning education requirement. They must pass a comprehensive certification exam that includes topics such as Ethics, Tax Planning, Employee Benefits, Retirement Planning, Estate Planning, Investment Management and Insurance. Finally, CFP® professionals must obtain three years of experience related to delivering financial planning services to clients. Certified Financial Planners™ must act in the best interest of their client at all times when providing financial advice, as dictated by the CFP Board’s Code of Ethics and Standards of Conduct. Please visit the CFP Board website for more information.