Lodi

Branch Office

404 W. Pine Street, Ste. 6

Lodi, CA 95240

(209) 366-1264

  • 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…