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

 

Do We Make a Good Match?

You:

Retirement is on the horizon and you’re excited about this new phase in life. You have goals and dreams, but you’re unsure if you’re in the financial position to achieve them.

You could spend days Googling articles on retirement, but 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 realize it’s time to take charge of your financial life, consult a specialist and plan for your ideal retirement. You’d like answers to your nagging retirement questions 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 clients preparing for retirement. I provide customized financial plans and investment management services for 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.

David Tuzzolino

BIO:

David 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 retirement planning and investment management services for clients that are within 15 years of retirement.

Ok, enough of the stuffy, third-person bio. After spending over twenty years as a portfolio manager and equity analyst, including time with institutions such as JP Morgan and Bank of New York Mellon, I decided 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 nearly 14 years. I am constantly amazed at the friendliness and hospitality of Pittsburghers, except maybe after a Steelers loss.
  • As an analyst, I appeared on Bloomberg Television and was quoted in articles featured online at the Wall Street Journal and Barron’s.
  • 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. 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 somehow 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 and orange juice for breakfast or enjoy steaming hot soup on a summer day. I also firmly believe the greatness of a sandwich can be measured by the number of napkins needed to finish it.

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