Zuk Financial Group is fortunate to have assembled a group of highly skilled professionals who come to the firm from a broad range of backgrounds. These fields, which add a more comprehensive dimension to our services, include accounting, law, tax preparation, education, sole proprietorships and computer engineering. This diversity gives Zuk advisors the business acumen and maturity that adds distinct value to our specialized retirement planning services. In addition to the depth and scope of each advisor's knowledge and experience, we are united by a shared respect for one another and a commitment to the financial planning process. We are dedicated, as a group, to achieving mutual success with our clients by offering the highest caliber of personal service, we recognize this service to be the core of successful and long-term client relationships.
Click on name for advisor's bio
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Gary E. Adams |
(714) 777-9847 |
gadams@zukfinancial.com |
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James M. Adgar |
(510) 851-1196 |
jadgar@zukfinancial.com |
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Edgar F. Aguilera |
(415) 271-5160 |
eaguilera@zukfinancial.com |
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Jeanne Bente, CRPC®
Chartered Retirement Planning Counselor |
(925) 830-5025 |
jbente@zukfinancial.com |
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Jack Boterenbrood |
(510) 547-8900 |
jboterenbrood@zukfinancial.com |
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Gene Bowan |
(949) 472-5068 |
gbowan@zukfinancial.com |
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Diana Burton |
(661) 836-8686 |
dburton@zukfinancial.com |
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Dan Buster |
(909) 305-1822 |
dbuster@zukfinancial.com |
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Sam Galdes |
(650) 327-7752 |
sgaldes@zukfinancial.com |
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Glen J. Gray, RFC®
Registered Financial Consultant |
(916) 761-1167 |
ggray@zukfinancial.com |
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Tony Green |
(510) 547-8900 |
tgreen@zukfinancial.com |
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Barbara Gruenwald |
(510) 547-8900 x112 |
bgruenwald@zukfinancial.com |
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Jule Hilton |
(831)421-9361 |
jhilton@zukfinancial.com |
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Chad Hornaday |
(949) 472-4550 |
chornaday@zukfinancial.com |
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Christine Ingoldsby |
(510) 547-8900 |
cingoldsby@zukfinancial.com |
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Paula Key, Ph.D, CFP®
Certified Financial Planner |
(510) 547-8900 |
pkey@zukfinancial.com |
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Nicole Kikugawa |
(510) 547-8900 |
nkikugawa@zukfinancial.com |
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Kelly Kruzick |
(310) 393-9400 |
kkruzick@zukfinancial.com |
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Mary Maselli |
(510) 547-8900 |
mmaselli@zukfinancial.com |
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Mindy Mohlenbrok |
(916) 834-3932 |
mmohlenbrok@zukfinancial.com |
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Gordon Mullin |
(805) 235-5098 |
gmullin@zukfinancial.com |
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Steve Munoz |
(909) 592-2380 |
smunoz@zukfinancial.com |
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David Phillips |
(415) 269-0157 |
dphillips@zukfinancial.com |
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Rob Reschan, CFP®
Certified Financial Planner |
(760) 724-8554 |
rreschan@zukfinancial.com |
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David Sasson |
(650) 327-8785 |
dsasson@zukfinancial.com |
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Oscar Sasson, MBA |
(650) 327-8785 |
osasson@zukfinancial.com |
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Jaynie P. Sullivan, MBA |
(909) 305-1822 |
jsullivan@zukfinancial.com |
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George Tarwater |
(510) 547-8900 |
gtarwater@zukfinancial.com |
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Chad Weber |
(949) 472-4550 |
cweber@zukfinancial.com |
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Linda Wilson, CFP®
Certified Financial Planner |
(714) 985-1457 |
lwilson@zukfinancial.com |
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Pam Zedick, CFP® |
(909) 626-1947 |
pzedick@zukfinancial.com |
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Judy Zeigler, MBA |
(510) 667-0471 |
jzeigler@zukfinancial.com |
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