PATH FINANCIAL LLC
SARASOTA, FLORIDA

Raul moved to Sarasota with his wife and their two daughters in 2002 and launched Path Financial LLC, an Investment Advisory firm, in 2008. A graduate of Baruch College with a degree in Finance and Investments, Oxana worked for 14 years at some of the premier investment banks, starting at Lehman Brothers (later Barclays Capital) in New York City where she reached the title of Senior Vice President, distributing a full line of products to US institutional investors. She was instrumental in propelling the bank to the top of industry surveys. Oxana was later hired by Deutsche Bank to work with US mutual fund clients. During her successful career in Wall Street, she worked closely with premier financial institutions like Alliance Bernstein, Oppenheimer Funds, T Rowe Price, and others. After moving to Sarasota in 2016, Oxana joined Path Financial in January 2017 as a vice president. She holds a NASAA Series 66 Investment Advisor Representative license. Path Financial is rated "A+" by the Better Business Bureau: Asset safety is provided by Charles Schwab & Company, a leading financial institution with over $1 trillion in client assets. A precise plan can make a big difference as far as having a sense of control over your investments. Knowing what to do whether the market goes up or down is essential in helping you navigate a volatile and unpredictable world. We are a fiduciary-standard, fee-only financial advisory firm based in Sarasota, Florida. We custom-build and manage financial portfolios that focus specifically on downside risk control. Our numbers-driven, disciplined investment process equips our clients with a solid process to confront all market conditions.