Zuk Financial Group is a California and Washington-based independent advisory firm founded in 1974 by Paula Key, Ph.D., CFP, and Cory Zuk, CFP. With 15 office locations throughout California, the firm boasts a team of 7 CERTIFIED FINANCIAL PLANNERS advisors dedicated to providing personalized financial guidance to clients, regardless of their account or net worth minimums.
For over 45 years, Zuk Financial Group has been helping clients like educators, retirees, and business owners find financial confidence through thoughtful investment strategies and sound financial guidance. Their commitment to individualized service and comprehensive financial planning sets them apart in the industry, making them a trusted partner in navigating the path towards an ideal financial future.
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