PATH FINANCIAL LLC
SARASOTA, FLORIDA

Path Financial LLC, based in Sarasota, Florida, is a fee-only financial advisory firm committed to fiduciary principles. Launched by Raul Elizalde in 2008, the company specializes in safeguarding assets and crafting precise investment strategies to help clients navigate unpredictable markets. Their focus on managing downside risk is central to offering custom-tailored, data-driven financial portfolios that meet each client's unique needs. At the heart of Path Financial is Oxana, a seasoned investment expert with over a decade and a half of experience from top-tier firms like Lehman Brothers (which became Barclays Capital) and Deutsche Bank. Before joining Path Financial in January 2017, she contributed her skills to organizations such as Alliance Bernstein and Oppenheimer Funds. Since her arrival, Oxana has significantly influenced the enhancement of the firm's services. The firm boasts an 'A+' rating from the Better Business Bureau, reflecting its commitment to excellence and client trust. Path Financial partners with Charles Schwab & Company for asset management, benefiting from their safeguarding capabilities that are backed by over $1 trillion in customer assets. The company adheres to Florida's regulatory standards, as confirmed by its registration details with the Florida Division of Corporations (Filed Number: L08000022877). Path Financial is dedicated to delivering disciplined investment strategies and upholding the highest standards of operational ethics. Their mission is to provide clients with strong financial plans adaptable to any market condition. For those interested in learning more, Path Financial can be reached via their Sarasota office at 1990 MAIN ST, STE 750, through phone numbers (941) 350-7904; (941) 296-7375; (941) 894-2571 or online by visiting their website at pathfinancial.com.