David Tuzzolino (CFA®, CFP)

David Tuzzolino focuses in the
following client markets or areas of practice:

Investment Advice with Ongoing Management

Retirement Plan Investment Advice

Retirement Planning & Distribution Rules

Tax Planning

Additional Information

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 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 ethical and unbiased financial advice.

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.

Designations and Affiliations: