Sarasota investment advisor and investment columnist for Forbes.com Raul Elizalde has been recognized with the 2018 Five Star Wealth Manager award. Elizalde is the founder, president, and chief investment officer of Path Financial, a Florida-registered investment advisory firm celebrating its 10-year anniversary in 2018.
The award is given by Five Star Professional, a national market research company, founded in 2003, which identifies exceptional wealth managers across the U.S., in terms of client satisfaction and service. As a Five Star Wealth Manager, Elizalde is featured on the Five Star website at fivestarprofessional.com.
Elizalde manages client portfolios with a strong emphasis on minimizing their exposure to risk. As a former Wall Street strategist, he advised portfolio managers across the US and the globe, made presentations at the World Bank, appeared as a market commentator on television (Reuters and Bloomberg TV) and has been quoted in the financial pages of The Wall Street Journal, The Washington Post, the Financial Times and The New York Times. His economic and investment analyses have been published online by some of the most respected financial media in the country, including Investopedia, Morningstar, Motley Fool, the Street and Yahoo! Finance.
With a Wall Street career that spanned three decades, Elizalde’s experience includes positions as Global Fixed Income and Quantitative Strategist for ING Barings, Head of Research at Santander Investment Securities, and Fixed Income and Emerging Markets Strategist for Banc of America Securities. After moving to Florida with his family in 2008, he founded Path Financial, partnered with preferred account custodians Charles Schwab & Company and TD Ameritrade. He holds an MBA degree from University of California at Los Angeles, and an MS degree from University of Buenos Aires, Argentina.
Path Financial is located at 1990 Main St., in Sarasota, Florida. For more information, call 941.350.7904, visit http://www.pathfinancial.net, or connect on Twitter (@pathfin) and Facebook.com/PathFinancial.