Portfolio Category: Lake Forest

Jaynie Sullivan, MBA

Jaynie Sullivan, a Financial Advisor with Zuk Financial Group since 1994, is located in Lake Forest, California. An Investment Advisor Representative (IAR) for National Planning Corporation, Jaynie holds FINRA Series 6, 7, 63 and 65 registrations. She is also licensed with the California Department of Insurance for Life, Disability, Long-term Care Insurance and Variable Annuities.   Through her investment advisory and financial planning practice, Jaynie represents a complete spectrum of mutual fund families, stocks, bonds, annuities and life insurance related programs. As an IAR, Jaynie offers both institutionally managed programs to her clients as well as fee based consulting.

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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. Narine is a Certified Financial Planner™ and an Investment Advisor Representative (IAR) and holds her FINRA Series 7 and FINRA Series 66 registration, through LPL Financial and Valley Wealth Strategies. She is also licensed with the California Department of Insurance for Life, Disability, Long-Term Care Insurance, and Variable Annuities. Before joining Zuk Financial Group, Narine worked as a Financial Advisor at Morgan Stanley and ING Financial Advisers.

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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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