Welcome to Path Financial
Fee-only fiduciary advice, disciplined investment management and a strong focus on downside risk control.
We pair personalized planning with a numbers-driven investment process designed to help clients participate in favorable markets without taking undue risk.
Path Financial is a fee-only, fiduciary-standard Registered Investment Advisor where your interests come first. We focus specifically on downside risk control to seek long-term results. Our numbers-driven, disciplined investment process equips our clients with a solid process to face all market conditions.
Path Financial services a broad range of individual, family, trust and retirement accounts. Our clients range from early in their careers to well into retirement. They have in common a desire to capture positive returns without incurring undue risk. Call us for a confidential, complimentary discussion to find out how we can help you reach your own goals.
We believe that our success depends on understanding our clients and being exceptionally available to answer to their needs. That's why we make sure that we are the appropriate advisor for any prospective client before they come on board. We bring a high standard of experience, knowledge and professionalism, demonstrated by several industry awards.
Founder, president and CIO
Raul manages client portfolios with a strong emphasis on minimizing exposure to risk. For many years he authored a column on Forbes.com and has received numerous awards for client satisfaction, service and market and economic commentary.
As a former Wall Street strategist, he advised portfolio managers across the United States and globally, made presentations at the World Bank and other prestigious institutions, and appeared in major financial publications and television channels. He is active in his community and has served on numerous nonprofit boards.
Financial insight since 2008
Our newsletter provides practical advice and commentary on financial planning, investments, the economy and current events. Subscribers receive it free by email.
Recognition
