Who we are

Manifesto

A fulfilling life today is possible with simple behavior that creates a plan for prosperity, peace of mind and future security.
Vision

Planning for financial growth begins with a clear definition of goals.
Mission

TO BECOME AND REMAIN OUR CLIENTS MOST TRUSTED ADVISORS IN ACHIEVING FINANCIAL PROSPERITY.

Collaboratively creating a clear path through the complex world of finance to grow wealth with good monetary decisions based on financial advice, resources, and education.

Disclosure

Daniel Tochinskiy, Carina Capella, and Patrick Kelley offer financial planning services and investment advisory services and programs through Pruco Securities, LLC (Pruco), under the marketing name Prudential Financial Planning Services [PFPS], pursuant to a separate client agreement. Charles Ochs, Molly Croyle and Mike Bailey offer investment advisory services through Pruco Securities, LLC (Pruco), under the marketing name Prudential Financial Planning Services [PFPS], pursuant to a separate client agreement. Joseph Baez offers securities products and services as a Registered Representative of Pruco Securities, LLC (Pruco). Offering insurance and securities products and services as a registered representatives of Pruco, and an agent of issuing insurance companies. Clearpath Advisory Group is not affiliated with The Prudential Insurance Company of America and its affiliates, including Pruco. Other products and services may be offered through a non-Prudential entity. 1-800-778-2255. Clearpath Advisory Group and its representatives do not render tax or legal advice. Please consult with your own advisors regarding your particular situation.

Contact Us

447 3rd Ave N, Suite 201 St. Petersburg, FL 33701

727.289.3631

813.287.9336

Joseph.baez@prudential.com