Who We Are
 
What We Do
 
The Principals
 
The Officers
 
Advisors
The Officers

Daniel Raymond, JD*, CFP® is Executive Vice President of Zuk Financial group. Dan has more than 12 years experience in the financial services industry providing consulting, advisory and leadership throughout the United States. Recent and current engagements include consulting to ING, Zuk Financial Group and dozens of Education Collaborative, Third Party Administrators, School Districts and financial organizations. Dan earned his Bachelor of Science from Southern Illinois University, his MBA from Central Michigan University and his Juris Doctor from Western New England College School of Law. He holds the following Financial Industry Regulatory Authority (FINRA) licenses: Series 7, 24, 53 and 66, as well as MA, CT, VT and NY Life, Health, Accident and Variable Licenses. Furthermore, Dan is a Certified Financial Planner.

Martinez Oscar Martinez is Chief Information Officer at Zuk Financial Group. Oscar joins Zuk from National Planning Corporation (NPC), a full-service broker-dealer serving independent financial advisers nationwide. Mr. Martinez brings both financial industry savvy and cutting edge technology know-how to the Zuk operation. Oscar’s mission at Zuk is to streamline and simplify the process of applying for, managing and cashing out your retirement portfolio; giving advisors and clients access to the documents and information they need, when they need them.

*Non-practicing attorney
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.