Brian Mui is a Financial Advisor with Zuk Financial Group and is located in Santa Cruz, California.   An Investment Advisor Representative (IAR) for National Planning Corporation, Brian 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.   Through his investment advisory and financial planning practice, Brian represents a complete spectrum of mutual fund families, stocks, bonds, annuities and life insurance related programs. As an IAR, Brian offers both institutionally managed programs to his clients as well as fee based consulting.

With a degree in Business and more than six years of experience in the financial industry, Brian utilizes his experience to work with individuals, families, and organizations who seek to preserve and build wealth, but who do not have the time and/or desire to go it alone in the increasingly complex world of finance. Brian 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, Brian is frequently invited to present educational seminars for schools, colleges, and education professional organizations. Brian 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. Brian has earned a reputation for explaining difficult subjects in a style that is easily understood.

Aside from his professional work, Brian enjoys spontaneous travel to participate in his favorite sports: snowboarding, mountain biking, and tennis.