PathBridge Financial LLC
Fee-Only financial planner located in Pittsburgh, PA, serving clients locally and across the country
PathBridge Financial is a fee-only, financial advisor based in Pittsburgh, PA. The firm specializes in providing comprehensive financial planning and investment management services for travelers that are approaching or already enjoying retirement. Clients never pay a commission of any kind and will always be provided with unbiased and trustworthy financial advice.
I created PathBridge Financial after spending over twenty years with BNY Mellon and JP Morgan. My goal – create a financial advisory firm that caters to the needs of travelers who are preparing for retirement.
Why? Let’s start with planning for retirement. It is a crucial 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 my people.
Does this sound like you?
David Tuzzolino is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
Adventurous, curious, empathetic, and independent – the characteristics of a traveler.
Is this you?
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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Retirement Planning for Travelers
- Comprehensive Financial Planning
- Investment Management
- Tax Minimization Strategies
- Estate Planning
- Adventurous, curious, empathetic, and independent – travelers
- Within 15 Years of Retirement
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
David Tuzzolino is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
David Tuzzolino is a CFA® charterholder
A Chartered Financial Analyst® (CFA®) is a professional designation given by the CFA Institute. A CFA designation is a badge of distinction. It represents a deep knowledge of all things investing, a commitment to ethics, and a passion for always putting investors first. All of which make members unparalleled professionals who are fully engaged in raising the standards of the investment management industry.
David Tuzzolino is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
David Tuzzolino is a Member of the XY Planning Network
The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Contact David Tuzzolino
606 Liberty Avenue
Pittsburgh, PA 15222