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Thoughtful Investment &
Financial Guidance

For Educators, Retirees and Business Owners

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Welcome to
Zuk Financial Group.

A California and Washington-based independent advisory firm dedicated to providing the financial framework and one-on-one guidance you need to navigate the road toward your ideal financial future.


Our Firm At a Glance

1974

Founded By Paula Key, Ph. D, CFP® & Cory Zuk, CFP®

15

Office locations throughout California

7

CERTIFIED FINANCIAL PLANNERS™ advisors on staff

30,000+

Clients represented through our firm

0

Account or net worth minimums




We’ve Spent 45 Years Helping Clients Like You Find Financial Confidence

Here’s What Makes Us Different 

Why Zuk