Lake Forest

Branch Office

22936 El Toro Road

Lake Forest, CA 92630

(949) 472-4550

  • Paula L. Key, PhD, CFP®

    Paula L. Key, PhD, CFP®

    Paula L. Key President Zuk Financial Group, co-founded the company with Cory L. Zuk to help employees of public schools and non-profit organizations reach their financial goals. Paula earned her Doctorate in Curriculum Development from USC, and became one of the youngest principals in the State of California. After founding…

  • 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…

  • Gene Bowan, CEP®

    Gene Bowan, CEP®

    Gene Bowan has been a Financial Advisor with Zuk Financial Group since 1994 and is located in Lake Forest, California. An Investment Advisor Representative (IAR) for National Planning Corporation, Gene holds FINRA Series 6, 7, 63 and 65 registrations. He is also licensed with the California Department of Insurance for…

  • Narine Mardanyan CFP®

    Narine Mardanyan CFP®

    Narine Mardanyan is a Financial Advisor with Zuk Financial Group and is located in Lake Forest, California. An Investment Advisor Representative (IAR) of National Planning Corporation, Narine holds FINRA Series 7 and 66 registrations. She recently passed her CFP® board exam and is on her way to becoming a CERTIFIED…