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

David TuzzolinoDavid Tuzzolino, CFA, CFP®, is a Pittsburgh, PA fee-only financial advisor. He is the Founder and CEO of PathBridge Financial, a firm that specializes in providing comprehensive financial planning and investment management services for clients that are within 15 years of retirement.

Ok, enough of the stuffy, third-person bio. Welcome! Thank you for taking the time to visit my website.

I decided to create PathBridge Financial after spending over twenty years as a portfolio manager and equity analyst at institutions such as Bank of New York Mellon and JP Morgan. My goal was to create a financial advisory firm that caters to the needs of people preparing to enter retirement. Why? It’s a crucial step in life, one with many pitfalls and one where a little financial guidance can go a long way in making a life-changing difference.

Want to read more fun stuff about me? You asked for it…

More About David:

  • Pittsburgh is my adopted home, and I have been lucky enough to live in the city for over 14 years. I am constantly amazed at the friendliness and hospitality of Pittsburghers, except maybe after a Steelers loss.
  • I love to travel. I’ve been lucky enough to visit 43 countries and counting. If you need an excellent restaurant recommendation for your trip to Rome, please let me know. Need a fantastic people-watching spot in Tokyo? I’ve got you covered.
  • I completed an MBA at the University of Tulsa after growing up in the city and luckily managed to avoid all of the Greaser – Soc rumbles.
  • I love food, but I’m certainly not pretentious about it. I’m not ashamed to eat cold pizza for breakfast or visit street-side food carts around the world. I’m a self-declared soup addict, and the Pittsburgh South Side Soup Contest is one of my favorite events of the year.

Custodian

PathBridge Financial has chosen TD Ameritrade as the custodian for client accounts. This relationship provides clients with advanced technology, tools, and account security from a trusted, industry-leading firm. 

 

Partners and Affiliations

CFP

CFA

XYPN

NAPFA

 

 

 

 

Fee Only Network

TD Ameritrade

 

 

 

What’s with All of 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 outlined by the CFP Board’s Code of Ethics and Standards of Conduct. Please visit the CFP Board website for more information.

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