Portfolio Category: Lake Forest

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 Life, Disability, Long-term Care Insurance and Variable Annuities.   Through his investment advisory and financial planning practice, Gene represents a complete spectrum of mutual fund families, stocks, bonds, annuities and life insurance related programs. As an IAR, Gene offers both institutionally managed programs to his clients as well as fee based consulting.

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Narine Mardanyan CFP®

Narine Mardanyan is a Financial Advisor with Zuk Financial Group and is located in Lake Forest, California. A Registered Representative of LPL Financial, Narine holds FINRA Series 7 and 66 registrations. She recently passed her CFP® board exam and is on her way to becoming a CERTIFIED FINANCIAL PLANNER™.

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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 unions and plan sponsors on a variety of health and welfare, voluntary benefits and retirement plan related topics to help manage risks, improve design, reduce costs and increase participation.

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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 Zuk Financial Group, Paula earned her CFP® designation and has continued to assist thousands of professionals with their retirement planning. She is a Registered Representative with LPL Financial, a well-respected Broker-Dealer.

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