Zuk Advisors

Every professional at Zuk Financial Group brings a broad range of experience that adds a different dimension to our services, including accounting, law, tax preparation, education, sole proprietorships and computer engineering. This diversity gives Zuk advisors the business acumen and maturity that adds distinct value to our specialized retirement planning services.

  • Paula L. Key, PhD, CFP®

    Paula L. Key, PhD, CFP®

    Paula L. Key President 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. Paula earned her Doctorate in Curriculum Development from USC, and became one of the youngest principals in the State of California. After founding…

  • Daniel Raymond, JD, CFP®, AIF®

    Daniel Raymond, JD, CFP®, AIF®

    Dan Raymond is a Managing Principal for Zuk Financial Group and leads the firms Group Benefits and Retirement Plan Markets division. The firm currently supports more than 600 retirement plans across multiple markets to include for profit, not for profit and governmental entities. Mr. Raymond consults regularly with clients, labor…

  • Ahamad Manohorathat

    Ahamad Manohorathat

    Ahamad Manohorathat is a Registered Representative with Zuk Financial Group.  With over 10 years of experience in the financial services industry, Ahamad approaches clients with dedication and attention to the details of their long term financial goals.  Ahamad believes in providing clearly defined retirement planning and wealth building strategies that…

  • Barbara Gruenwald

    Barbara Gruenwald

    Barbara Gruenwald, a Financial Advisor with Zuk Financial Group, is located in Napa, California.   An Investment Advisor Representative (IAR) for National Planning Corporation, Barbara holds FINRA Series 7 and 66 registrations. She is also licensed with the California Department of Insurance for Life, Disability, Health, Long Term Care, and…

  • Broc Wavra

    Broc Wavra

    Phone Number: (858) 752-8268 Email Address: bwavra@zukfinancial.com Address: 229 Main Street, Suite 105 Brawley, CA 92227 United States Securities and advisory services offered through National Planning Corporation (NPC), Member FINRA/SIPC, a Registered Investment Adviser. Zuk Financial Group & NPC are separate and unrelated companies.   CA Insurance Lic. #0D71351

  • Cherie Wang, CFP®

    Cherie Wang, CFP®

    Cherie Wang is a CERTIFIED FINANCIAL PLANNERTM and Investment Advisor Representative with National Planning Corporation. As a Registered Representative, Cherie holds FINRA series 7 & 66 registrations and is also licensed with California Department of Insurance for Life, Disability, Long Term Care Insurance, and Variable Annuities.

  • Christa Varda MBA

    Christa Varda MBA

    Christa Varda is an Investment Advisor Representative (IAR) located in Napa, California. As an IAR, Christa holds FINRA Series 7 and 66 registrations. 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,…

  • Dan Buster

    Dan Buster

    Dan Buster, is a Financial Advisor with Zuk Financial Group.  His 15+ years in financial services began while also attending The University of Southern California (USC). Shortly after graduation he was recruited by one of the world’s largest institutional investment firms.  He would later serve as Regional Vice President for…

  • David Phillips

    David Phillips

    David Phillips is a financial advisor with Zuk Financial Group and is located in Walnut Creek, California. An Investment Advisory Representative with National Planning Corporation, David holds FINRA Series 7, 63 and 65 registrations. He is also licensed with the California Department of Insurance for Life, Disability, Long-Term Care Insurance…

  • David Sasson

    David Sasson

    David Sasson is a financial advisor with Zuk Financial Group and is located in Menlo Park, California. An Investment Advisory Representative with National Planning Corporation, David holds FINRA Series 7, 63 and 66 registrations. He is also licensed with the California Department of Insurance for Life, Disability, Long-Term Care Insurance…

  • Diana Burton

    Diana Burton

    Diana Burton has been a Financial Advisor with Zuk Financial Group since 1996 and is located in Bakersfield, California. As an Investment Advisor Representative for National Planning Corporation, Diana holds FINRA series 6, 7, 63 and 65 registrations. She is also licensed with the California Department of Insurance for Life,…

  • Ercilia Donnelly

    Ercilia Donnelly

    Ercilia Donnelly is a Registered Representative with Zuk Financial Group and is located in Santa Cruz, California. She holds FINRA Series 6 and 63 registrations and is also licensed with the California Department of Insurance for Life, Disability, Long-term Care Insurance and Variable Annuities.

  • Gene Bowan, CEP®

    Gene Bowan, CEP®

    Gene Bowan has been a Financial Advisor with Zuk Financial Group since 1994 and is located in Lake Forest, California. An Investment Advisor Representative (IAR) for National Planning Corporation, Gene holds FINRA Series 6, 7, 63 and 65 registrations. He is also licensed with the California Department of Insurance for…

  • George Tarwater

    George Tarwater

    George Tarwater, a Registered Representative with Zuk Financial Group, is located in Yuba City, California. An Investment Advisor Representative (IAR) for National Planning Corporation, George holds FINRA Series 6, and 63 registrations. He is also licensed with the California Department of Insurance for Life, Disability, Long-term Care Insurance and Variable…

  • Gordon Mullin

    Gordon Mullin

    Gordon Mullin is a financial advisor with Zuk Financial Group and is located in San Luis Obispo, California. An Investment Advisory Representative with National Planning Corporation, Gordon holds FINRA Series 7 and 66 registrations. He is also licensed with the California Department of Insurance for Life, Disability, Long-Term Care Insurance…

  • Jack Boterenbrood

    Jack Boterenbrood

    Jack is a Financial Advisor with Zuk Financial Group and is located in Fremont, California. An Investment Advisor Representative (IAR) for National Planning Corporation, Jack holds FINRA Series 6, 63 and 65 registrations. He is also licensed with the California Department of Insurance for Life, Disability, Long-term Care Insurance and…

  • James M. Adgar

    James M. Adgar

    James Adgar is a financial advisor with Zuk Financial Group and is located in Alameda, California. An Investment Advisory Representative with National Planning Corporation, James holds FINRA Series 6, 63 and 65 registrations.

  • Jaynie Sullivan, MBA

    Jaynie Sullivan, MBA

    Jaynie Sullivan, a Financial Advisor with Zuk Financial Group since 1994, is located in San Dimas, California. An Investment Advisor Representative (IAR) for National Planning Corporation, Jaynie holds FINRA Series 6, 7, 63 and 65 registrations. She is also licensed with the California Department of Insurance for Life, Disability, Long-term…

  • Jill Flores

    Jill Flores

    Jill Flores is a Registered Representative with Zuk Financial Group and is located in Santa Ana, California. As a Registered Representative for National Planning Corporation, Jill holds FINRA Series 6 and 63 licenses. She is also licensed with the California Department of Insurance for Life, Disability, Long-term Care Insurance and…

  • 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…

  • Jule Hilton Ed. D.

    Jule Hilton Ed. D.

    Jule Hilton is a Financial Advisor with Zuk Financial Group and is located in Santa Cruz, California.   An Investment Advisor Representative (IAR) for National Planning Corporation, Jule holds FINRA Series 7, 63 and 66 registrations. She is also licensed with the California Department of Insurance for Life, Disability, Long-term…

  • Kelly Kruzick

    Kelly Kruzick

    Kelly Kruzick is a Financial Advisor with Zuk Financial Group and is located in Los Angeles, California.   An Investment Advisor Representative (IAR) for National Planning Corporation, Kelly holds FINRA Series 7, 63 and 65 registrations. She is also licensed with the California Department of Insurance for Life, Disability, Long-term…

  • Linda Wilson, CFP®

    Linda Wilson, CFP®

    Linda Wilson has been a CFP® with Zuk Financial Group since 1985 and is located in Placentia, California. An Investment Advisor Representative (IAR) for National Planning Corporation, Linda holds FINRA Series 7 and 66 registrations. She is also licensed with the California Department of Insurance for...

  • Mary Maselli

    Mary Maselli

    Mary Maselli is a Financial Advisor with Zuk Financial Group and is located in Emeryville, California.   An Investment Advisor Representative (IAR) for National Planning Corporation, Mary holds FINRA Series 6, 7, 63 and 65 registrations.  She is also licensed with the California Department of Insurance for Life, Disability, Long-term…

  • Mike Mueller

    Mike Mueller

    Mike Mueller is a Registered Representative with Zuk Financial Group. He is located in Elma, WA where he owns and operates Mueller Insurance, Inc. A Registered Representative with National Planning Corporation, Mike holds series 6 & 63 registrations with FINRA. He is also resident licensed in Washington State for Life,…

  • Narine Mardanyan CFP®

    Narine Mardanyan CFP®

    Narine Mardanyan is a Financial Advisor with Zuk Financial Group and is located in Lake Forest, California. An Investment Advisor Representative (IAR) of National Planning Corporation, Narine holds FINRA Series 7 and 66 registrations. She recently passed her CFP® board exam and is on her way to becoming a CERTIFIED…

  • Nicole Kikugawa

    Nicole Kikugawa

    Nicole Kikugawa is an Investment Advisor Representative (IAR) located in Sonora California. As an IAR, Nicole holds a FINRA Series 7, 63, and 66 registrations. 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…

  • Oscar Sasson, MBA

    Oscar Sasson, MBA

    Oscar Sasson, a Financial Advisor with Zuk Financial Group since 1988, is located in Menlo Park, California. A Chartered Retirement Planning Counselor (CRPC) and an Investment Advisor Representative (IAR) for National Planning Corporation, Oscar holds FINRA Series 7, 63 and 65 registrations. He is also licensed with the California Department…

  • Pam Zedick, CFP®

    Pam Zedick, CFP®

    Pam Zedick is a CFP® with Zuk Financial Group and is located in San Dimas, California. Having spent 22 years in the corporate financial planning world I learned that planning makes sense and creates value at the bottom line when properly executed. I also learned I preferred to create my…

  • Phil Bullard

    Phil Bullard

      Phil Bullard is a Financial Advisor with Zuk Financial Group with offices in Ventura, California. An Investment Advisor Representative (IAR) of National Planning Corporation, Phil holds FINRA Series 7 and 66 registrations. He is also licensed with the California Department of Insurance for Life, Disability, Long-Term Care Insurance, Variable…

  • Rick Hughes

    Rick Hughes

    Rick Hughes, a Registered Representative with Zuk financial Group, is located in Sunnyvale California. An Investment Advisor Representative for National Planning Corporation, Rick holds FINRA Series 7 and 66 licenses. He is also licensed with the California Department of Insurance for Life, Disability, Long-term Care Insurance and Variable Annuities. Through…

  • Sam Galdes

    Sam Galdes

    Sam Galdes is a Financial Advisor with Zuk Financial Group and is located in Menlo Park, California. An Investment Advisor Representative (IAR) for National Planning Corporation, Sam holds FINRA Series 7 and 66 registrations. Through his investment advisory and financial planning practice, Sam represents a complete spectrum of mutual fund…

  • Steve Munoz

    Steve Munoz

    Steve R. Muñoz is a Registered Representative with Zuk Financial Group and is located in San Dimas, California. A Registered Representative for National Planning Corporation, Steve holds FINRA Series 6 & 63 registrations. He is also licensed with the California Department of Insurance for Life, Disability, Long-term Care Insurance and…

  • Tony Green

    Tony Green

    Tony Green, a Registered Representative with Zuk Financial Group, is located in Orinda, California. Tony is an Investment Advisor Representative and holds FINRA Series 6 and 63 registrations.