(941) 350-7904

Raul Elizalde, M.S. MBA

raul@pathfinancial.net | 941.350.7904

Raul Elizalde was 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, all based in New York City. He began his investment career as a trader for Salomon Brothers Inc. in the mid-1980s.

Raul advised portfolio managers across the US and throughout the world, and has made presentations at the World Bank, the Council of The Americas, the American Association of Individual Investors, the Emerging Markets Trading Association, and other organizations. He ranked among the top strategists in his field. He contributes to Forbes.com, his research work has been cited in the Journal of Portfolio Management, and he has been featured in a book by the Financial Times Press on ETF strategies.

Raul has an MS degree in engineering from University of Buenos Aires, Argentina, and an MBA degree from University of California at Los Angeles. He was licensed as a NYSE Supervisory Analyst and currently holds a NASAA 66 Investment Advisor Representative license.

Raul moved to Sarasota with his wife and their two daughters in 2002 and launched Path Financial LLC, an Investment Advisory firm, in 2008.

Oxana Saunders

oxana@pathfinancial.net | 941.894.2571

A graduate of Baruch College with a degree in Finance and Investments, Oxana worked for 14 years at some of the premier investment banks, starting at Lehman Brothers (later Barclays Capital) in New York City where she reached the title of Senior Vice President, distributing a full line of products to US institutional investors. She was instrumental in propelling the bank to the top of industry surveys. Oxana was later hired by Deutsche Bank to work with US mutual fund clients. During her successful career in Wall Street, she worked closely with premier financial institutions like Alliance Bernstein, Oppenheimer Funds, T Rowe Price, and others.

After moving to Sarasota in 2016, Oxana joined Path Financial in January 2017 as a vice president. She holds a NASAA Series 66 Investment Advisor Representative license.

About Us

Trust & Transparency.

Path Financial is rated "A+" by the Better Business Bureau:

Click for the BBB Business Review of this Financial Services in Sarasota FL

Asset safety is provided by Charles Schwab & Company, a leading financial institution with over $1 trillion in client assets. Contact us for more details.

Clear Discipline.

A precise plan can make a big difference as far as having a sense of control over your investments. Knowing what to do whether the market goes up or down is essential in helping you navigate a volatile and unpredictable world.

Focus on Risk.

Knowing how to prevent losses from creating havoc in a portfolio is the essence of risk management. A portfolio that loses 50% of its value must increase 100% to be back where it started. That’s why an investment process that lacks a clear risk management policy leaves your portfolio exposed to losses that can be very difficult to recoup.

Personal Service.

We believe that managing your investments is a privilege for which you deserve our full attention, complete transparency, and proactive communication. If you don’t currently receive the attention you deserve, please contact us for a free confidential consultation.

Frequently Asked Questions