Napa

Branch Office

700 Franklin Street

Napa, CA 94559

(510) 547-8900

  • 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…

  • Barbara Gruenwald

    Barbara Gruenwald

    Barbara Gruenwald, a Financial Advisor with Zuk Financial Group, is located in Napa, California.   A Registered Representative for LPL Financial, Barbara holds FINRA Series 7 and 66 registrations. She is also licensed with the California Department of Insurance for Life, Disability, Health, Long Term Care, and Fixed & Variable…

  • Christa Varda MBA

    Christa Varda MBA

    Christa Varda is an Investment Advisor Representative (IAR) with LPL Financial located in Napa, California. Christa focuses on working with clients to create long-term, personalized financial plans while overseeing the implementation and monitoring of an agreed upon plan.