Jeanne Bente has been a Senior Financial Advisor with Zuk Financial Group since 1999 and is located in San Ramon, California. As a Chartered Retirement Planning Counselor (CRPC) and an Investment Advisor Representative (IAR) for National Planning Corporation, Jeanne holds FINRA series 7 and 66 licenses. She is also licensed with the California Department of Insurance for Life, Disability, Long-term Care Insurance and Variable Annuities.   Through her investment advisory and financial planning practice, Jeanne represents a complete spectrum of mutual fund families, stocks, bonds, annuities and life insurance related programs. As an IAR, Jeanne offers both institutionally managed programs to her clients as well as fee based consulting.

A former member of management for a Fortune 500 company, Jeanne believes that the key to a successful long term financial planning relationship is consistent communication, along with a plan designed to address the unique needs and goals of each and every client.

A specialist in retirement planning, Jeanne is frequently invited to present educational seminars for schools, colleges, and education professional organizations. Jeanne has developed extensive knowledge in the Public Employee Retirement System (PERS) and the State Teacher Retirement System (STRS). She also gives seminars on investment and retirement planning for small businesses and non-profit organizations. Jeanne has earned a reputation for explaining difficult subjects in a style that is easily understood.

If your retirement plans include a home in San Diego, Jeanne would be happy to meet you there during her visits to her daughter and grandson. In her free time, Jeanne enjoys gourmet cooking, the ballet, jazz, dancing and is an avid supporter of the arts.   She loves to dance and is usually the first one out on the dance floor.