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.