Raul Elizalde

Raul Elizalde

MBA
  • About Raul
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Advisor Details

Contact Advisor
Company
President at Path Financial LLC
Address
1990 Main Street #750
Sarasota FL, 34236
Phone
(941) 350-7904
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About Raul

I build and manage financial portfolios for retirees and clients in mid- and late-career. I focus on controlling risk.

At Path Financial I build and manage financial portfolios for a broad spectrum of clients. Many of them are late-career professionals or early retirees.

I learned about markets during a long and successful career in Wall Street. I started as a trader in the mid-1980s and eventually became Global Strategist and Head of Research for some of the biggest financial services companies in the world, like ING Barings and Bank of America Securities.

Eventually I founded my own investment company, Path Financial. It is rate...

Education

  • MBA, Finance, UCLA

Certifications

Registrations
Designations
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Typical Clients & Fee Structure

Typical Clients

People near retirement
Sudden wealth
Widows/widowers

Fee Structure

Fee-only
Paid exclusively in fixed, flat, hourly, percentage or performance-based fees; does not receive commissions.

Disclaimer

Investing in the stock market involves gains and losses and may not be suitable for all investors. Information presented by Path Financial LLC (”Path Financial”) is subject to change without notice and should not be considered as a solicitation to buy or sell any sec...