 |
 Contact |
1195 Park Avenue, Suite 205
Emeryville, CA 94608
800-660-6291 phone
510-547-8987 fax
info@zukfinancial.com |
22936 El Toro Road
Lake Forest, CA 92630
888-488-8480 phone
949-472-6176 fax
info@zukfinancial.com |
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Other locations:
Click name for Advisor bio
| Bakersfield |
Diana Burton, IAR |
(661) 836-8686 |
dburton@zukfinancial.com |
| Claremont |
Owen Keavney, Ed.D., IAR |
(909) 626-1947 |
okeavney@zukfinancial.com |
| Claremont |
Suzanne Keavney, Ed.D., IAR |
(909) 626-1947 |
skeavney@zukfinancial.com |
| Emeryville |
Mary Maselli, IAR |
(510) 547-8900 |
mmaselli@zukfinancial.com |
| Emeryville |
Christine Ingoldsby, IAR |
(510) 547-8900 |
cingoldsby@zukfinancial.com |
| Emeryville |
Dolin Pereira |
(510) 547-8900 |
dpereira@zukfinancial.com |
| Emeryville |
Jack Boterenbrood, IAR |
(510) 547-8900 |
jboterenbrood@zukfinancial.com |
| Emeryville |
Paula Key, Ph.D., CFP®, IAR
Certified Financial Planner |
(510) 547-8900 |
pkey@zukfinancial.com |
| Lake Forest |
Michelle Greenwood, IAR |
(949) 248-1710 |
mgreenwood@zukfinancial.com |
| Lake Forest |
Rob Reschan, CFP®, IAR
Certified Financial Planner |
(760) 724-8554 |
rreschan@zukfinancial.com |
| Lake Forest |
Gene Bowan, IAR |
(949) 472-5068 |
gbowan@zukfinancial.com |
| Lake Forest |
Lance Blount, IAR |
(949) 472-4981 |
lblount@zukfinancial.com |
| Lake Forest |
Paula Key, Ph.D., CFP®, IAR
Certified Financial Planner |
(949) 472-4550 |
pkey@zukfinancial.com |
| Los Angeles |
Kelly Kruzick, IAR |
(310) 312-4595 |
kkruzick@zukfinancial.com |
| Menlo Park |
Oscar Sasson, MBA, IAR |
(650) 327-8785 |
osasson@zukfinancial.com |
| Menlo Park |
Sam Galdes, IAR |
(650) 327-7752 |
sgaldes@zukfinancial.com |
| Placentia |
Linda Wilson, CFP®, IAR
Certified Financial Planner |
(714) 985-1457 |
lwilson@zukfinancial.com |
San Dimas &
San Diego |
Jaynie P. Sullivan, MBA, IAR |
(909) 305-1822 |
jsullivan@zukfinancial.com |
| San Dimas |
Steve Munoz |
(909) 592-2380 |
smunoz@zukfinancial.com |
| San Ramon |
Jeanne Bente, CRPC®, IAR
Chartered Retirement Planning Counselor |
(925) 830-5025 |
jbente@zukfinancial.com |
| Santa Cruz |
Jule Rawles, Ed.D., IAR |
(831) 421-9361 |
jrawles@zukfinancial.com |
| Santa Cruz |
Brian Mui, IAR |
(831) 421-9361 |
bmui@zukfinancial.com |
| Yorba Linda |
Gary E. Adams, IAR |
(714) 777-9847 |
gadams@zukfinancial.com |
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