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

California      
Bakersfield: Diana Burton (661) 836-8686 dburton@zukfinancial.com
Claremont: Pamela Zedick (909) 626-1947 pzedick@zukfinancial.com
Emeryville: James M. Adgar (510) 851-1196 jadgar@zukfinancial.com
  Edgar F. Aguilera (415) 271-5160 eaguilera@zukfinancial.com
  Jack Boterenbrood (510) 547-8900 jboterenbrood@zukfinancial.com
  Glen J. Gray, RFC®
Registered Financial Consultant
(916) 761-1167 ggray@zukfinancial.com
  Tony Green (925) 457-4716 tgreen@zukfinancial.com
  Barbara Gruenwald (510) 547-8900 bgruenwald@zukfinancial.com
  Christine Ingoldsby (510) 547-8900 cingoldsby@zukfinancial.com
 

Paula Key, Ph.D., CFP®
Certified Financial Planner

(510) 547-8900 pkey@zukfinancial.com
  Nicole Kikugawa (415) 264-1050 nkikugawa@zukfinancial.com
  Mary Maselli (510) 547-8900 mmaselli@zukfinancial.com
  Mindy Mohlenbrok (916) 834-3932 mmohlenbrok@zukfinancial.com
  Gordon Mullin (805) 235-5098 gmullin@zukfinancial.com
  David Phillips (415) 269-0157 dphillips@zukfinancial.com
  George Tarwater (510) 547-8900 gtarwater@zukfinancial.com
  Judy Zeigler, MBA (510) 667-0471 jzeigler@zukfinancial.com
Lake Forest: Gene Bowan (949) 472-5068 gbowan@zukfinancial.com
  Paula Key, Ph.D., CFP®
Certified Financial Planner
(949) 472-4550 pkey@zukfinancial.com
  Rob Reschan, CFP®
Certified Financial Planner
(760) 724-8554 rreschan@zukfinancial.com
Los Angeles: Kelly Kruzick (310) 393-9400 kkruzick@zukfinancial.com
Menlo Park: Oscar Sasson, MBA (650) 327-8785

osasson@zukfinancial.com

  David Sasson (650) 327-8785

dsasson@zukfinancial.com

  Sam Galdes (650) 327-7752 sgaldes@zukfinancial.com
Placentia: Linda Wilson, CFP®
Certified Financial Planner
(714) 985-1457 lwilson@zukfinancial.com
San Dimas &
San Diego:
Jaynie P. Sullivan, MBA (909) 305-1822 jsullivan@zukfinancial.com
San Dimas: Steve Munoz (909) 592-2380 smunoz@zukfinancial.com
San Ramon: Jeanne Bente, CRPC®
Chartered Retirement Planning Counselor
(925) 830-5025 jbente@zukfinancial.com
Santa Cruz: Jule Hilton, Ed.D. (831) 421-9361 jhilton@zukfinancial.com
Yorba Linda: Gary E. Adams (714) 777-9847 gadams@zukfinancial.com
       
       
Massachusetts      
Springfield: Daniel Raymond, JD, CFP®
Certified Financial Planner
(413) 732-6464 draymond@zukfinancial.com
  Michael Stula (413) 732-6464 mstula@zukfinancial.com
       

 

Registered Representatives offer securities and advisory services through: National Planning Corporation (NPC), Member FINRA/SIPC, a Registered Investment Adviser. Zuk Financial Group and NPC are separate and unrelated companies.

 

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