Sarasota financial investment advisor Raul Elizalde has been recognized with the 2020 Five Star Wealth Manager award for the third consecutive year. The award, given by the national market research company Five Star Professional, recognizes exceptional wealth managers across the U.S. in terms of client satisfaction and service. Selection is based on criteria such as credentials, client retention, assets, experience, and regulatory review. Elizalde is the founder, president, and chief investment officer of Path Financial, a Florida-registered investment advisory firm, based in Sarasota. He is also a regular columnist for Forbes.com covering the economy, markets, and investing.
Elizalde manages client portfolios with a strong emphasis on minimizing their exposure to risk. As an expert commentator on investment and the economy, over the past year Elizalde has been a guest on the London-based OMFIF (Official Monetary and Financial Institutions Forum — an independent think tank for central banking, economic policy and public investment, and has been quoted in Fortune, U.S. News and World Report, the Boston Globe, and the New York Post.
A former Wall Street strategist, Elizalde 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.
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 pathfinancial.net, follow Elizalde’s Forbes.com column (forbes.com/sites/raulelizalde), or connect on Twitter (@pathfin) and Facebook.com/PathFinancial.