Born and raised in the San Francisco Bay Area, I vividly remember listening to AM finance radio every time I was riding in the car with my dad, Oscar. Armed with an interest in finance from my father and a compassion for helping others from my mother, Michelle, I joined Zuk Financial Group in 2008 as part of Oscar’s Menlo Park financial advisory team.
Straddling the generational line between Gen X and the Millennial Generation, I feel I’m able to cultivate personal relationships with clients of all ages. Ultimately, I want to establish a strong client partnership and am committed to maintaining the strength of that partnership from generation to generation. I’m very conscientious of the unique needs and objectives of each of my distinctive clients and I take a personalized approach to bring all my client’s financial and lifestyle goals together into focus.
As a CERTIFIED FINANCIAL PLANNER™ professional and an Accredited Investment Fiduciary®, I am held to the highest standards of fiduciary care, with a commitment to uphold the CFP® Board’s rigorous ethical standards. A fee-based advisor, I hold FINRA Series 7 and 63 with LPL Financial and Series 66 registrations. I am also licensed with the California Department of Insurance for Life, Disability, Long-Term Care Insurance and Variable Annuities.
I attended the University of California at Santa Barbara (U.C.S.B.), graduating in 2004 with a degree in Business Economics. I also hold a Certificate in Financial Planning from New York University (N.Y.U.) School of Professional Studies.
I currently live in San Francisco with my beautiful wife and amazing, but difficult-to-please dog, Kramer. I spend most of my free time just trying to make Kramer happy.