Zuk Financial Group

Zuk Financial Group is widely respected as one of California's leading retirement planning and financial advisor firms. We specialize in the investment, tax planning and retirement needs of the educational, non-profit and professional communities. Founded in 1974 by Paula Key, Ph.D., CFP and Cory Zuk, CFP, Zuk Financial Group consists of a dedicated group of professionals who believe in collaborative partnerships designed for the long term. We recognize that everyone has unique financial situations that vary with time and circumstance, so our advisors strive to maintain consistent client communications to anticipate these changes and serve their ensuing needs. We represent over 30,000 clients, and have helped to allocate nearly a billion dollars of financial assets into a variety of security and insurance investment solutions. So when you partner with Zuk Financial Group, you can rest assured that you're working with highly skilled professionals focused on helping you achieve your specific financial goals.