Zuk Financial Group, founded in 1974 by Paula Key, Ph.D., CFP, and Cory Zuk, CFP, is an independent advisory firm with 15 office locations throughout California and Washington. With a team of 7 certified financial planners, they offer personalized investment and financial guidance for educators, retirees, and business owners.
With a client-centric approach and no account or net worth minimums, Zuk Financial Group is dedicated to helping clients achieve financial confidence and navigate their ideal financial future. Their thoughtful guidance and comprehensive services set them apart in the industry, making them a trusted partner for individuals seeking sound financial advice.
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