The Advisors

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

  Gary E. Adams, IAR (714) 777-9847 gadams@zukfinancial.com
  Jeanne Bente, CRPC®, IAR
Chartered Retirement Planning Counselor
(925) 830-5025 jbente@zukfinancial.com
  Lance Blount, IAR (949) 472-4981 lblount@zukfinancial.com
  Jack Boterenbrood, IAR (510) 547-8900 jboterenbrood@zukfinancial.com
  Gene Bowan, IAR (949) 472-5068 gbowan@zukfinancial.com
  Diana Burton, IAR (661) 836-8686 dburton@zukfinancial.com
  Sam Galdes , IAR (650) 327-7752 sgaldes@zukfinancial.com
  Christine Ingoldsby, IAR (510) 547-8900 cingoldsby@zukfinancial.com
  Owen Keavney, Ed.D., IAR (909) 626-1947 okeavney@zukfinancial.com
  Suzanne Keavney, Ed.D., IAR (909) 626-1947 skeavney@zukfinancial.com
  Paula Key, Ph.D, CFP®, IAR
Certified Financial Planner
(510) 547-8900 pkey@zukfinancial.com
  Kelly Kruzick, IAR (310) 312-4595 kkruzick@zukfinancial.com
  Mary Maselli, IAR (510) 547-8900 mmaselli@zukfinancial.com
  Brian Mui, IAR (831) 421-9361 bmui@zukfinancial.com
  Steve Munoz (909) 592-2380 smunoz@zukfinancial.com
  Jule Rawles, Ed.D., IAR (831) 421-9361 jrawles@zukfinancial.com
  Rob Reschan, CFP®, IAR
Certified Financial Planner
(760) 724-8554 rreschan@zukfinancial.com
  Oscar Sasson, MBA, IAR (650) 327-8785 osasson@zukfinancial.com
  Jaynie P. Sullivan, MBA , IAR (909) 305-1822 jsullivan@zukfinancial.com
  Linda Wilson, CFP®, IAR
Certified Financial Planner
(714) 985-1457 lwilson@zukfinancial.com
 

 

   

 

Registered Representatives offer securities and advisory services through: National Planning Corporation(NPC), Member FINRA/SIPC, a Registered Investment Adviser. Zuk Financial Group and NPC are separate and unrelated companies.