Jack is a Financial Advisor with Zuk Financial Group and is located in Emeryville, California. An Investment Advisor Representative (IAR) for National Planning Corporation, Jack holds FINRA Series 6, 63 and 65 licenses. He is also licensed with the California Department of Insurance for Life, Disability, Long-term Care Insurance and Variable Annuities.   Through his investment advisory and financial planning practice, Jack represents a complete spectrum of mutual fund families, annuities and life insurance related programs. As an IAR, Jack offers both institutionally managed programs to his clients as well as fee based consulting.

Jack spent 28 years as a teacher, coach and administrator, an experience giving him a unique perspective and understanding of his clients in the educational community. Jack utilizes his experience to educate his clients on different approaches designed to achieve financial success.

A specialist in retirement planning, Jack is frequently invited to present educational seminars for schools, colleges, and education professional organizations. Jack 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. Jack has earned a reputation for explaining difficult subjects in a style that is easily understood.

As a hobby you'll find Jack wearing two pairs of socks on the golf course, just in case he gets a hole in one!   His last ace won him a brand new Harley Davidson. Jack's wife of 32 years continues to teach and loves her job.