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 retirement planning and investment management services for clients that are within 15 years of retirement.

Ok, enough of the stuffy, third-person bio. After spending over twenty years as a portfolio manager and equity analyst, including time with institutions such as JP Morgan and Bank of New York Mellon, I decided to create a financial advisory firm that caters to the needs of people preparing to enter retirement. Why? It’s a crucial step in life, one with many pitfalls and one where a little financial guidance can go a long way in making a life-changing difference.