Path Financial Services

At Path Financial, we understand that every individual's financial goals and priorities are unique. That's why we're committed to providing exceptional service and tailored investment solutions to help our clients achieve their financial objectives. As a fee-only, fiduciary-standard Registered Investment Advisor, we place our clients' interests above all else, ensuring that our advice is always in their best interest.

Our Services

At Path Financial, we offer a comprehensive range of investment services designed to help our clients achieve their long-term financial goals. Our services include:

• Individual and family investment accounts
• Retirement accounts, such as IRAs and 401(k)s
• Trusts and estates
• Retirement planning and wealth management

Our investment approach is built on a foundation of risk management, with a focus on minimizing downside risk while pursuing long-term growth. We believe that a well-crafted investment strategy, combined with a disciplined process, is the key to achieving sustainable financial success.

Our Team

Our team at Path Financial is led by Raul Elizalde, our founder, president, and chief investment officer. Raul is a seasoned investment professional with extensive experience in the financial industry. With a strong background in managing client portfolios and providing personalized advice, Raul is dedicated to helping our clients achieve their financial goals.

Why Choose Path Financial?

At Path Financial, we're committed to providing exceptional service and tailored investment solutions that meet the unique needs of each client. We believe that success depends on understanding our clients and being exceptionally available to answer their needs. That's why we make sure that we are the appropriate advisor for any prospective client before they come on board.

Stay Informed

To stay informed about the latest financial news and trends, be sure to subscribe to our newsletter, which features expert insights and practical advice on investing and personal finance. You can also visit our blog on Forbes.com for additional insights and commentary on current events.