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 |
| |
|
|
|
|