Portfolio Category: San Ramon

Joshua Schefers, CFP®

Joshua Schefers is a Financial Advisor at Zuk Financial Group in San Ramon, CA. As a CFP® practitioner and an Investment Advisor Representative for National Planning Corporation, Joshua holds FINRA Series 7, 63 & 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 a 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 a SEC registered investment advisory firm in San Francisco, CA. 

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Mary Maselli

Mary Maselli is a Senior Financial Adviser with Zuk Financial Group and is located in San Ramon, California.
A Registered Representative for LPL Financial, Mary holds FINRA Series 6, 7, 63 and 65 licenses. 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, Mary represents a complete spectrum of mutual fund families, stocks, bonds, annuities and life insurance related programs.

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