ABOUT US ABOUT YOU GETTING STARTED INSIGHTS CONTACT US Meet Your Financial Planning Partners WHY ZUK? OUR TEAM Diversity, Experience, Professionalism. Every professional at Zuk Financial Group brings a broad range of experience that adds a different dimension to our services including accounting, law, tax preparation, education, sole proprietorships and computer engineering. This diversity gives Zuk advisors the business acumen and maturity that adds distinct value to our specialized services. BAKERSFIELD CAPITOLA DANA POINT ELMA LAKE FOREST LODI MENLO PARK NAPA PLACENTIA SAN DIEGO SAN DIMAS SANTA ANA SANTA MONICA SONORA SUNNYVALE WALNUT CREEK WHITTIER YUBA CITY Paula L. Key, Ph.D, CFP® LAKE FOREST NAPA PRESIDENT, FINANCIAL ADVISOR Read Bio Dan Buster LAKE FOREST FINANCIAL ADVISOR Read Bio Barbara Gruenwald NAPA FINANCIAL ADVISOR Read Bio Kelly Kruzick SANTA MONICA FINANCIAL ADVISOR Read Bio Mike Mueller ELMA FINANCIAL ADVISOR Read Bio David Sasson MENLO PARK FINANCIAL ADVISOR Read Bio George Tarwater YUBA CITY FINANCIAL ADVISOR Read Bio Daniel Raymond, JD, CFP®, AIF® BAKERSFIELD LODI MANAGING PRINCIPAL, FINANCIAL ADVISOR Read Bio Ercilia Donnelly EdD CAPITOLA FINANCIAL ADVISOR Read Bio Rick Hughes SUNNYVALE FINANCIAL ADVISOR Read Bio Ahamad Manohorathat WHITTIER REGISTERED REPRESENTATIVE Read Bio Steve Muñoz BAKERSFIELD SANTA ANA FINANCIAL ADVISOR Read Bio Joshua Schefers, CFP® WALNUT CREEK FINANCIAL ADVISOR Read Bio Jaynie Sullivan, MBA LAKE FOREST SAN DIMAS FINANCIAL ADVISOR Read Bio Gene Bowan, CEP® LAKE FOREST FINANCIAL ADVISOR Read Bio Jill Flores SANTA ANA REGISTERED REPRESENTATIVE Read Bio Nicole Kikugawa SONORA FINANCIAL ADVISOR Read Bio Narine Mardanyan, CFP® LAKE FOREST FINANCIAL ADVISOR Read Bio Oscar Sasson, MBA MENLO PARK FINANCIAL ADVISOR Read Bio David Phillips WALNUT CREEK FINANCIAL ADVISOR Read Bio PREVIOUS PAGE NEXT PAGE 1 of 2 FIND AN ADVISOR Zuk Financial Group BRANCH LOCATIONS Bakersfield Capitola Dana Point Elma Lake Forest Lodi Menlo Park Napa Placentia San Diego San Dimas Santa Ana Santa Monica Sonora Sunnyvale Walnut creek Whittier Yuba City Sign Up For Our Newsletter JOIN All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. LPL Financial representatives associated with this site may only discuss an/or transact securities business with residents of the following states: AL AR AZ CA CO DC FL HI MA MD MO NM NV NY OH OK OR SC TX UT WA WI Securities offered through LPL Financial, Member FINRA/SIPC Zuk Financial Group and LPL are separate and unrelated companies. LPL does not provide tax or legal advice. LPL Privacy Policy Investment advice offered through Valley Wealth Strategies, a registered investment advisor and separate entity from LPL Financial. LPL is not responsible for and may not be held liable for the adequacy of the information available on the link(s) provided. The listing of a vendor or product on this/these site(s) does not constitute an endorsement or warranty of the vendor or product by LPL Powered by Twenty Over Ten