ABOUT US ABOUT YOU GETTING STARTED INSIGHTS CONTACT US Dedicated To Bringing the Power of Planning TO ANYONE WHO NEEDS IT WHY ZUK? OUR TEAM Our Firm Was Founded To Better Your Life Through... Sound Financial Planning Tailored, comprehensive plans thoughtfully developed based on your distinct needs and goals. Knowledge & Experience Founded in 1974, we’ve grown to become a collaborative team of thought-leaders in the financial services industry. Cutting Edge Tools & Technology Our firm combines old-fashioned customer service with the convenience and ease of today’s top technology. Discover The Impact We Can Make NOW AND THROUGH RETIREMENT At Zuk Financial Group, we’ll work one-on-one with you to formulate a plan that takes into account the changing economic marketplace, your current situation and all your goals and dreams for the future. We Offer a Special Focus On Social Security Maximization Portfolio Construction Tax Efficiency Behavioral Coaching Interested In Seeing What Zuk Can Do For You? Take the Next Step GETTING STARTED 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