As seen in
Sarasota Five Star award winner
Raul Elizalde, President and Chief Investment Officer Path Financial LLC, Fee-Only Registered Investment Advisor
Raul Elizalde
President
Path Financial
2019 Five Star
Wealth Manager
Contact Me!
Two-Year Winner
PROFESSIONAL PROFILE

Raul Elizalde
President
Path Financial
(941) 350-7904
PROFESSIONAL ACCOMPLISHMENTS

  • Forbes.com contributing columnist


RESOURCES

How Much You Really Need to Retire

Click to access BrokerCheck

Important Legal Information


This profile contains general information that is not suitable for everyone. The information contained herein should not be construed as personalized investment advice. Past performance is no guarantee of future results. There is no guarantee that the views and opinions expressed in this profile will come to pass. Investing in the stock market involves gains and losses and may not be suitable for all investors. Information presented herein is subject to change without notice and should not be considered as a solicitation to buy or sell any security.

Path Financial LLC (”Path Financial”) is a registered investment adviser with its principal place of business in the State of Florida. Path Financial and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which Path Financial maintains clients. Path Financial may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. This profile is limited to the dissemination of general information pertaining to its investment advisory services. Any subsequent, direct communication by Path Financial with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Path Financial, please contact Path Financial or refer to the Investment Adviser Public Disclosure website.

For additional information about Path Financial, including fees and services, send for our disclosure statement as set forth on form ADV from Path Financial using the contact information herein. Please read the disclosure statement carefully before you invest or send money.

 

*Winners appearing on this page do not pay a fee to be considered or to win the Five Star Award. Professionals with a digital profile have paid a promotional fee.