PathBridge Financial LLC
Fee-Only financial planner located in Pittsburgh, PA, serving clients locally and across the country
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. As a fee-only, fiduciary, David Tuzzolino is never paid a commission of any kind and has a legal obligation to provide unbiased and trustworthy financial advice.
David Tuzzolino is a fee-only financial advisor at PathBridge Financial LLC, located in Pittsburgh, PA
Why Choose PathBridge Financial?
Hi, my name is David Tuzzolino and I believe 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 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.
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
Do We Make a Good Match?
You are passionate, ambitious and you put your heart and soul into your work. You ran the neighborhood lemonade stand when you were a kid, entrepreneurial from the start. You have goals and dreams, but you’re unsure if you’re in the financial position to achieve them.
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 are now at a point in your life where it’s time to take charge of your financial goals, to plan for your future. You are willing to spend the time, money and energy to ensure a successful outcome.
I can help. PathBridge Financial is a fee-only financial advisor that specializes in servicing the unique needs of small business owners and entrepreneurial professionals. I provide customized financial plans and investment management services for time-starved 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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Planning
- Investment Management
- Estate Planning
- Tax Minimization Strategies
- 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