41 South Wakeforest
Ventura, CA 93006
Phil Bullard is a Financial Advisor with Zuk Financial Group with offices in Ventura, California. A Registered Representative of LPL Financial, Phil holds FINRA Series 7 and 66 registrations. He is also licensed with the California Department of Insurance for Life, Disability, Long-Term Care Insurance, Variable Annuities and Property/Casualty coverage.
Phil was a teacher and School Principal in San Luis Obispo and Ventura Counties for 10 years with K-12 experience. This firsthand knowledge and understanding of the needs of public school employees has been invaluable in helping plan properly for life and retirement goals with his clients. He has practical and extensive understanding of the Public Employee Retirement System (PERS) and the State Teacher Retirement System (STRS).
He can show options and strategies to utilize the lifetime benefit properly for retirees needs. He is available and enjoys discussing financial planning and money management in the classroom to students upon request at any grade level. The same holds true in presenting retirement planning to public school employees in a seminar or workshop setting for schools, colleges, and other educational organizations.
CA Insurance Lic. #0531353