Path Financial
Finance · Florida, United States · 1-10 Employees
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Overview
Headquarters
1990 Main St Ste 750, Sarasota, Florida,...Phone Number
(941) 350-7904Website
www.pathfinancial.netRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Path Financial
Path Financial LLC is a fee-only, fiduciary-standard Registered Investment Advisor based in Sarasota, Florida, dedicated to prioritizing client interests and focusing on downside risk control for long-term results. The firm serves a diverse clientele, including individuals, families, trusts, and retirement accounts, ranging from early career professionals to retirees, all seeking positive returns with minimal risk. Led by founder Raul Elizalde, who emphasizes risk minimization and has a strong background in financial strategy, Path Financial is committed to understanding client needs and providing exceptional service. The company also offers a complimentary newsletter with financial advice, showcasing its expertise and commitment to client education.Explore more
Path Financial Org Chart
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Path Financial LLC is a fee-only, fiduciary-standard Registered Investment Advisor based in Sarasota, Florida, dedicated to prioritizing client interests and focusing on downside risk control for long-term results. The firm serves a diverse clientele, including individuals, families, trusts, and retirement accounts, ranging from early career profes... Read More
