Branch Office

5301 Office Park Drive

Suite 125

Bakersfield, CA 93309

(661) 836-8686

  • Daniel Raymond, JD, CFP®, AIF®

    Daniel Raymond, JD, CFP®, AIF®

    Dan Raymond is a Managing Principal for Zuk Financial Group and leads the firms Group Benefits and Retirement Plan Markets division. The firm currently supports more than 600 retirement plans across multiple markets to include for profit, not for profit and governmental entities. Mr. Raymond consults regularly with clients, labor…

  • Steve Munoz

    Steve Munoz

    is a Financial advisor with Zuk Financial Group with offices located in Bakersfield and Santa Ana, California. Steve is an Investment Advisor Representative (IAR) with, and holds his FINRA 6, 63, registrations held through LPL Financial & 65, registration held with Valley Wealth Strategies.