David Tuzzolino, CFA, CFP®, is a fee-only financial advisor based in Pittsburgh, PA. He is the Founder and CEO of PathBridge Financial, a firm that specializes in providing comprehensive financial planning and investment management services for travelers that are approaching or already enjoying retirement.
Ok, enough of the stuffy, third-person bio. Welcome! Thank you for taking the time to visit my website.
I created PathBridge Financial with one goal – create a financial advisory firm that caters to the needs of travelers who are preparing for retirement.
Why? Planning for retirement is a critical step in life and there are many pitfalls where a little financial guidance can make a life-changing difference. I wanted to work closely with a small number of clients and be instrumental in helping them gain financial freedom.
I fell in love with traveling during my first European trip. The sites were incredible and the food was delicious, but it was the people I met along the way that had the biggest impact. Locals, certainly, but also fellow travelers – adventurous, empathetic, curious, and independent. These are the people I wanted to help.
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. Even though my home base is Pittsburgh, I can work with clients virtually, wherever they may be.
- 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 love food, but I’m certainly not pretentious about it. I’ve been known to eat cold pizza for breakfast and visit street-side food carts around the world. I’m a self-declared soup addict, and if there’s a soup contest or chili cook-off within a hundred miles you’ll find me there.
PathBridge Financial has chosen TD Ameritrade as the custodian for client accounts. This relationship provides clients with advanced technology, user-friendly access to account information, and security from a trusted, industry-leading firm.
Partners and Affiliations
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.