Services

Our Services

At Zuk Financial, we’ll work one-on-one with you to formulate a plan that takes into account the changing economic marketplace, your current situation and all your goals and dreams for the future. Plus, we’ll periodically review your strategy with you to make sure you’re on track for success.

Ready to get your financial plan in motion?

Businesses

As a business owner, you have your company needs to consider along with your own personal financial goals.

Zuk Financial Group advisors have a deep understanding of your specific requirements, and can recommend the right plan for you based on your unique needs.

From 401(k)s to small business retirement plans to strategies for the self-employed , we’ll help you to prepare for a better future for you and your employees.

Get your business on the road to success.

Educators

Zuk Financial Group has specialized in financial planning for California’s educators since 1974. This means we truly speak your language: from Cal STRS and Cal PERS to Roth IRAs and 403(b) Plans, we have the kind of extensive experience you need to make sense of the options available to you.

Individuals And Families

A new job. An addition to the family. Purchasing a home. Retirement. Life brings about both joyful milestones and difficult challenges that affect your financial situation. So it’s imperative that you make good decisions now to prepare for these events, both planned and unexpected.

Social Security

Why Maximize Social Security?

We've been brainwashed into thinking Social Security isn't going to be there for the long term, so many couples ignore it when it comes to their retirement planning. Their attitude is "Don't count on it because it may not be there."
Find Out “What’s At Stake” For You and Your Spouse

Institutions and Non-Profits

Institutions and Non-Profits have their own unique financial planning needs. That’s why Zuk Financial Group advisors have developed a deep understanding of their specific requirements, and can recommend the right plan to manage your organization’s financial resources.

Public Employees

We can assist you with:

Retirement Planning
Together we’ll formulate a unique plan of action based on your needs and retirement income sources.

WHAT WE CAN OFFER

Corporate Profile

Paula L. Key, Ph.D, CFP®

President of 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. Previously, Paula was a high school English teacher and, after earning her Doctorate in Curriculum Development from USC, she went on to become one of the youngest principals in the State of California. After founding Zuk Financial Group, Paula earned her CFP® designation in 1985 and has continued to assist thousands of professionals with their retirement planning. She is a Registered Representative and Investment Adviser Representative with National Planning Corporation, a well-respected nationwide securities Broker-Dealer, and RIA(Registered Investment Adviser).

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Daniel Raymond, JD*, CFP®
is Executive Vice President of Zuk Financial Group. Dan has more than 12 years experience in the financial services industry providing consulting, advisory and leadership throughout the United States. Recent and current engagements include consulting to ING, Zuk Financial Group and dozens of Education Collaborative, Third Party Administrators, School Districts and financial organizations. Dan earned his Bachelor of Science from Southern Illinois University, his MBA from Central Michigan University and his Juris Doctor from Western New England College School of Law. He holds the following Financial Industry Regulatory Authority (FINRA) licenses: Series 7, 24, 53, as well as MA, CT, VT and NY Life, Health, Accident and Variable Licenses. Furthermore, Dan is a CFP®.

Oscar Martinez
is Chief Information Officer at Zuk Financial Group. Oscar joins Zuk from National Planning Corporation (NPC), a full-service broker-dealer serving independent financial advisers nationwide. Mr. Martinez brings both financial industry savvy and cutting edge technology know-how to the Zuk operation. Oscar’s mission at Zuk is to streamline and simplify the process of applying for, managing and cashing out your retirement portfolio; giving advisors and clients access to the documents and information they need, when they need them.