A major factor in my client relationship success is my commitment to communication. I strongly believe in the concept of a partnership where both my clients and I share in the development and success of their investment and retirement strategy. Modestly speaking, I have earned a reputation within Zuk Financial Group and more importantly, my clients, for explaining difficult subjects in a style that is easily understood.
I have been a Financial Advisor with Zuk Financial Group since 1988, a staple of their Menlo Park office for as many years. A Chartered Retirement Planning Counselor (CRPC) and a Registered Representative with LPL Financial, I hold FINRA Series 7, 63 and 65 registrations. I am also licensed with the California Department of Insurance for Life, Disability, Long-term Care Insurance and Variable Annuities. Through my investment advisory and financial planning practice, I represent a complete spectrum of investment vehicles and embrace a holistic financial planning process.
I received my undergraduate degree from the University of Michigan and my M.B.A. from Pepperdine University. Married to my wife, Michelle, for over 50 years and a father of three, I have lived in the San Francisco Bay Area since 1974. My personal interests center on traveling and sailing. I’ve been described as having a hearty and contagious laugh as well as a twinkle in my eye, which is a small indication of my keen interest in life and people.