PATH FINANCIAL LLC
SARASOTA, FLORIDA

PATH FINANCIAL LLC is a fiduciary-standard, fee-only financial advisory firm located in Sarasota, Florida. Founded by Raul Elizalde in 2008, the company emphasizes asset protection and precise investment planning to navigate volatile markets effectively. Path Financial prioritizes downside risk control and offers custom-built, numbers-driven financial portfolios tailored to each client's needs. The firm is supported by Oxana, a seasoned investment professional with 14 years of experience at premier Wall Street institutions including Lehman Brothers (later Barclays Capital) and Deutsche Bank. Her expertise extends to working with major financial entities such as Alliance Bernstein and Oppenheimer Funds. Since joining Path Financial in January 2017, Oxana has played a pivotal role in enhancing the firm's services. Path Financial holds an 'A+' rating from the Better Business Bureau and collaborates with Charles Schwab & Company for asset safety, assuring substantial asset protection due to their extensive client assets exceeding $1 trillion. The company maintains compliance within Florida's regulatory standards as evidenced by its status and details provided by the Florida Division of Corporations (Filed Number: L08000022877). With a clear mission statement focused on delivering disciplined investment strategies and maintaining high operational ethics, Path Financial is dedicated to equipping clients with robust financial plans for all market conditions. The firm's primary contact information includes their mailing address at 1990 MAIN ST, STE 750, Sarasota, FL, along with various phone numbers for inquiries: (941) 350-7904; (941) 296-7375; (941) 894-2571. More details about Path Financial and its services can be accessed through their website at pathfinancial.com.