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
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
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.
Additional Information
Designations and Affiliations:
- Chartered Financial Analyst
- Certified Financial Planner®
- XY Planning Network
- NAPFA
- Fee-Only Network
NAPFA Start Date
May 24, 2019