Raul Elizalde Among Top 3.5% to Receive Five Star Sarasota Wealth Manager Recognition for Six Consecutive Years

Sarasota wealth manager Raul Elizalde has been recognized as a Five Star Wealth Manager for the sixth consecutive year. Five Star considered 661 local managers in its 2023 review, selecting just 60 to receive the award. Only 3.5% of Sarasota Five Star Wealth Managers have earned the distinction of receiving the award six years in a row. Elizalde is the founder and chief investment officer of Path Financial, a Florida-registered investment advisory firm. He is also a regular columnist for Forbes.com, covering the economy, markets, and investing.

Five Star awards have a high reputation within the industry because selected managers do not self-nominate or pay any fees to be considered for or receive recognition. The market research organization enables consumers to select wealth management professionals based on objective research methodology. To receive the Five Star award, a wealth manager must satisfy 10 objective eligibility and evaluation criteria associated with exceptional client service and retention rates, as well as education, professional designations, and assets under management. Candidates also undergo a thorough regulatory and complaint review. To learn more about Five Star, visit fivestarprofessional.com.

Elizalde manages client portfolios with a strong emphasis on minimizing their exposure to risk. As an expert commentator on investment and the economy, 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, US 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.

Path Financial is partnered with preferred account custodians Charles Schwab & Company, and TD Ameritrade, with offices located at 1990 Main St., Sarasota, Florida. For more information, call 941.350.7904 or visit pathfinancial.net. To learn more about Five Star, visit fivestarprofessional.com.