Who We Are
 
What We Do
 
The Principals
 
The Officers
 
Advisors
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 (714) 777-9847 gadams@zukfinancial.com
  James M. Adgar (510) 851-1196 jadgar@zukfinancial.com
  Edgar F. Aguilera (415) 271-5160 eaguilera@zukfinancial.com
  Jeanne Bente, CRPC®
Chartered Retirement Planning Counselor
(925) 830-5025 jbente@zukfinancial.com
  Jack Boterenbrood (510) 547-8900 jboterenbrood@zukfinancial.com
  Gene Bowan (949) 472-5068 gbowan@zukfinancial.com
  Diana Burton (661) 836-8686 dburton@zukfinancial.com
  Dan Buster (909) 305-1822 dbuster@zukfinancial.com
  Sam Galdes (650) 327-7752 sgaldes@zukfinancial.com
  Glen J. Gray, RFC®
Registered Financial Consultant
(916) 761-1167 ggray@zukfinancial.com
  Tony Green (510) 547-8900 tgreen@zukfinancial.com
  Barbara Gruenwald (510) 547-8900 x112 bgruenwald@zukfinancial.com
  Jule Hilton (831)421-9361 jhilton@zukfinancial.com
  Chad Hornaday (949) 472-4550 chornaday@zukfinancial.com
  Christine Ingoldsby (510) 547-8900 cingoldsby@zukfinancial.com
  Paula Key, Ph.D, CFP®
Certified Financial Planner
(510) 547-8900 pkey@zukfinancial.com
  Nicole Kikugawa (510) 547-8900 nkikugawa@zukfinancial.com
  Kelly Kruzick (310) 393-9400 kkruzick@zukfinancial.com
  Mary Maselli (510) 547-8900 mmaselli@zukfinancial.com
  Mindy Mohlenbrok (916) 834-3932 mmohlenbrok@zukfinancial.com
  Gordon Mullin (805) 235-5098 gmullin@zukfinancial.com
  Steve Munoz (909) 592-2380 smunoz@zukfinancial.com
  David Phillips (415) 269-0157 dphillips@zukfinancial.com
  Rob Reschan, CFP®
Certified Financial Planner
(760) 724-8554 rreschan@zukfinancial.com
  David Sasson (650) 327-8785 dsasson@zukfinancial.com
  Oscar Sasson, MBA (650) 327-8785 osasson@zukfinancial.com
  Jaynie P. Sullivan, MBA (909) 305-1822 jsullivan@zukfinancial.com
  George Tarwater (510) 547-8900 gtarwater@zukfinancial.com
  Chad Weber (949) 472-4550 cweber@zukfinancial.com
  Linda Wilson, CFP®
Certified Financial Planner
(714) 985-1457 lwilson@zukfinancial.com
  Pam Zedick, CFP® (909) 626-1947 pzedick@zukfinancial.com
  Judy Zeigler, MBA (510) 667-0471 jzeigler@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.