Portfolio Category: Napa

Christa Varda MBA

Christa Varda is an Investment Advisor Representative (IAR) located in Napa, California. As an IAR, Christa holds FINRA Series 7 and 66 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, Christa represents a complete spectrum of mutual fund families, stocks, bonds, annuities, and other insurance related programs.

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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 Annuities. Through her financial planning practice, Barbara represents a complete spectrum of mutual fund families, stocks, bonds, annuities and life insurance related programs.

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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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