Wall Street Exec Joins Client Path Financial’s Firm

Congrats to my client Path Financial on expanding its investment advisory team with the addition of new vice president Oxana Saunders. Read the news coverage here and visit Path Financial’s web site to learn more.

Path Financial travels to NYC for National Financial Advisor Week

My client Raul Elizalde, president of Sarasota’s Path Financial, received some major recognition last week, when he was invited to participate in National Financial Advisor Week, a five-day Times Square event that drew 5,000 attendees. Raul spoke on day one of the event as part of a “rapid fire” panel, focusing on high-frequency trading, Federal Reserve policy, […]

Client recognized by national marketing firm for his top-notch newsletter

Kudos to my client, Raul Elizalde of Path Financial, for being recognized as a Constant Contact 2013 All Star for his highly successful monthly newsletter results. His newsletter articles about the economy and smart investing, which are often picked up by sites such as The Motley Fool and The Street, are fantastic, and you can sign up […]

Path Financial Facebook blog dedicated to good economic news

We’re so inundated with economic news each day — good news, bad news, who’s up, who’s down — my tendency is to sometimes just ignore the whole shebang, but one of my clients is trying to help folks zero in on the important positive news out there. Path Financial (whom I’m very proud to call […]