David Tuzzolino, CFA, CFP® PathBridge Financial LLC

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About David Tuzzolino, CFA, CFP®

Are you concerned about running out of money in retirement? Do you often wonder how you’re going to pay for health care? These are common issues faced by all of us and made even more complicated when planning a life filled with rewarding but potentially expensive travel.

I have created a firm that goes beyond the typical financial planning process. I cover common retirement concerns such as saving enough money, keeping taxes low, acquiring affordable health care, and managing investments wisely. But I also dive deeply into how these issues uniquely affect travelers.

Have you outlined in detail the travel life you want both before and after retirement? Have you incorporated these additional expenses into your retirement planning projections? Did you know Medicare won’t cover you when you’re traveling internationally? What type of insurance will pay for an expensive medical evacuation from another country? Together we will answer these questions and plan for the future you desire.

PathBridge Financial is a fee-only firm that never receives commissions or sales incentives. All initial consultations are complimentary. Thank you for your time, and I look forward to hearing from you.

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Ideal Clients

  • Gen X
  • Investment Planning & Management
  • Retirement Planning
  • Travel Enthusiasts

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $400+/mo
  • Quarterly Fee: $1,200+/qtr
  • AUM: 1.20%

SEC Records

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