Phone Number: (925) 830-5025
Email Address: firstname.lastname@example.org
2410 Camino Ramon, Suite 145
San Ramon, CA 95853 United States
Joshua Schefers is a Financial Advisor at Zuk Financial Group in San Ramon, CA. As a CFP® practitioner and a Registered Representative for LPL Financial, Joshua holds FINRA Series 7, 63 with LPL Financial & 65 licenses. He is also licensed with the California Department of Insurance for Life, Disability, Long-term Care Insurance and Variable Annuities.
Through his investment advisory and financial planning practice, Joshua works with clients to develop comprehensive investment and financial plans. Areas of concentration include CalSTRS and CalPERS retirement planning, cash flow planning, risk management, investment advisory and business continuity planning. His efforts are focused on individuals, families, business owners and non-profit organizations. Prior to joining Zuk, Joshua was a Financial Planner with an SEC-registered investment advisory firm in San Francisco, CA.
Joshua is a director of the Financial Planning Association's (FPA) San Francisco chapter. He is active with the FPA's pro bono efforts and Junior Achievement of Northern California. He also serves as a board member of the Technical Securities Analysts Association of San Francisco.
Joshua received a Master's degree in Finance, with a concentration in Investment Management, from Golden Gate University. Joshua received a Bachelor's degree in Political Science, from American University and a graduate certificate in personal financial planning from the University of California, Berkeley. He lives in the East Bay with his wife, an educator for more than a decade, and their three children.
CA Insurance Lic.# 0F57335
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Valley Wealth Strategies, a registered investment advisor. Valley Wealth Strategies and Zuk Financial Group are separate entities from LPL Financial.
Get important facts about an investment professional's background at LPL Financial.