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. An Investment Adviser Representative for National Planning Corporation, 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…