David Tuzzolino, CFA, CFP® PathBridge Financial LLC

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About David Tuzzolino, CFA, CFP®

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.

Why Choose PathBridge Financial?

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.

Specialist – By focusing on clients within 15 years of retirement, I can deliver customized solutions to issues that specifically affect this group.

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.

I work with clients on:

– Retirement Planning
– Investment Management
– Budgeting & Cashflow Analysis
– Pension Decisions
– Debt Management
– Estate Planning
– Tax Minimization Strategies
– Insurance Review
– Employee Benefits Optimization
– Inheritance Planning

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Ideal Clients

  • Investment Planning & Management
  • Retirement Planning
  • Travel Enthusiasts

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options:

Pricing varies by services offered. Contact advisor for additional fee options.

SEC Records

States Registered

  • Pennsylvania

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