San Ramon

Branch Office

2410 Camino Ramon

Suite 145

San Ramon, CA 94583

(925) 830-5025

  • Joshua Schefers, CFP®

    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…

  • Mary Maselli

    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…