Raul Elizalde Selected as Contributor for Forbes.com Investment Blog

Raul cropped for facebookRaul Elizalde, President and Chief Investment Officer at Sarasota-based Path Financial LLC, has been selected as a guest columnist for Forbes.com, where he will regularly contribute to financial writer Lawrence Light’s investment advice blog. Elizalde’s first Forbes’ contribution was published May 23, 2017, on the topic of “Private Debt Mounts: Why We Should Be Worried,” and may be viewed at https://www.forbes.com/sites/lawrencelight/2017/05/23/private-debt-mounts-why-we-should-be-worried/#11f50b453c56.

Elizalde is also a contributing blogger under his own byline for Investopedia.com, and his economic and investment analyses have been published online by some of the most respected financial media in the country, including Morningstar, Motley Fool, the Street and Yahoo! Finance. He shares his insights monthly through Path Financial’s subscriber-based, electronic newsletter, Straight Talk (http://www.pathfinancial.net/contact.html).

Light is an award-winning journalist with a distinguished career that includes editorial and contributing writer positions with The Wall Street Journal, Forbes, Business Week, Money Magazine, and AdviceIQ.com website. His work has also appeared in Barrons, Fortune, Investopedia, Huffington Post, Yahoo Finance and more. In addition to his Forbes.com blog he covers the financial aspects of the Trump White House for CBS MoneyWatch.

Path Financial is a Florida-registered investment firm, partnered with preferred account custodians Charles Schwab & Company and TD Ameritrade. Path is rated “A+” by the Better Business Bureau, and is located at 1990 Main St., in Sarasota, Florida. For more information, call 941.350.7904 or connect at http://www.Facebook.com/PathFinancial.

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Path Financial Expands Investment Advisor Team

Oxana Saunders Vice President Path FinancialSarasota-based investment advisory firm Path Financial, founded by president and chief investment officer Raul Elizalde, has named Oxana Saunders as vice president. Ms. Saunders will focus on business development, client relations, and portfolio management; she holds a NASAA Series 66 Investment Advisor Representative license and joined Path in early January 2017. Together, the two senior executives provide clients with 47 years of investment expertise honed during their respective careers on Wall Street.

Ms. Saunders will work with new clients to provide investment advice based on their life goals and personal circumstances. She is available to speak to individuals and organizations on a variety of investment-related topics, including helping clients better understand family investments, and how individuals can protect assets in times of life transition. Initial consultations are complimentary; Oxana Saunders may be reached at 941.894.2571, and oxana@pathfinancial.net.

A graduate of Baruch College with a degree in Finance and Investments, Ms. Saunders enjoyed a successful career on Wall Street prior to relocating to Sarasota in 2016. She began her investment banking career at Lehman Brothers (later Barclays Capital), where she rose to the position of Senior Vice President and was responsible for distributing a full line of products to U.S. institutional investors. She was instrumental in propelling the bank to the top of industry surveys, and was later was hired by Deutsche Bank to expand its client base. Her clients included first-tier financial institutions such as Alliance Bernstein, Oppenheimer Funds, and T Rowe Price.

“Ms. Saunders is a consummate professional with tremendous experience and intimate knowledge of financial markets,” stated Mr. Elizalde. “Throughout her career, she has made it a priority to help her clients and put their interests first. I am delighted she has joined Path Financial.”

Path Financial is a Florida-registered investment firm, partnered with preferred account custodians such as Charles Schwab & Company and TD Ameritrade. Path is rated “A+” by the Better Business Bureau, and is located at 1990 Main St., in Sarasota, Florida.

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