Lance is a Financial Advisor with Zuk Financial Group and is located in Lake Forest, California. An Investment Advisor Representative (IAR) for National Planning Corporation, Lance holds FINRA Series 7 and 66 licenses. He is also licensed with the California Department of Insurance for Life, Disability, Long-term Care Insurance and Variable Annuities.   In addition, Lance is a licensed California Tax Preparer and an Estate Planning Paralegal. Through his investment advisory and financial planning practice, Lance represents a complete spectrum of mutual fund families, stocks, bonds, annuities and life insurance related programs. As an IAR, Lance offers both institutionally managed programs to his clients as well as fee based consulting.  

Lance's background as a former small business owner has helped him understand the needs of his clients and the importance of developing a plan aimed toward a secure and successful financial future.   Lance is committed to a planning partnership that emphasizes personalized service and an individualized financial plan.

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

Lance treasures the time he spends with his wife Jennifer and his daughter Isabella and his interests include traveling, cooking and reading.