Five Star award winner Raul Elizalde

PROFESSIONAL PROFILE

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Raul Elizalde

President & Chief Investment Officer

Path Financial, LLC

1990 Main Street / Suite 750

Sarasota, FL 34236

Office: (941) 350-7904

raul@pathfinancial.net
pathfinancial.net

Professional Approach

With more than 30 years of experience on financial investments, Raul Elizalde focuses on building sustainable, long-term results for his clients at Path Financial. Raul shares his investment views on his website and on his blog at Forbes.com.

At the center of Raul’s approach to investing is a sophisticated, highly disciplined process focused on understanding risk. Its ultimate goal is to protect client savings during market downturns and produce steady, long-term positive returns.

Path Financial is dedicated to providing one-on-one service to its clients. This means understanding their financial objectives, helping them define those goals, knowing the chances of achieving them and charting the best way to get there. All this is done with the highest standards of fiduciary responsibility, transparency and confidentiality.

See Accomplishments

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This award was issued on October 1, 2022 by Five Star Professional (FSP) for the time period October 1, 2022 through September 30, 2023. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award winners may pay for marketing tools, including this advertisement. The award is based on 10 objective criteria. Eligibility criteria required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients? assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. 603 Sarasota-area wealth managers were considered for the award; 67 (11% of candidates) were named 2022 Five Star Wealth Managers. 2021: 613 considered, 51 winners; 2020: 579 considered, 49 winners; 2019: 602 considered, 60 winners; 2018: 626 considered, 52 winners; 2017: 434 considered, 40 winners; 2016: 464 considered, 96 winners; 2015: 602 considered, 112 winners; 2014: 849 considered, 146 winners; 2013: 652 considered, 141 winners; 2012: 530 considered, 149 winners.