The Educated Choice since 1974, Zuk Financial Group was founded by two former educators, Paula Key, PhD and Cory Zuk, and has continuously been serving those that help shape the young minds of the future for nearly 50 years. With offices throughout California and Washington, Zuk Financial Group is comprised of caring financial professionals dedicated to providing the financial framework and one-on-one guidance you need to navigate the road toward your ideal financial future.
The Menlo Park office of Zuk Financial Group was launched in 1988 by Oscar Sasson and expanded in 2008 with the addition of David Sasson and again in 2020 with Caleb Sasson. All having different backgrounds, we each bring unique ideas, concepts, and solutions to issues facing our clients. Regardless of where you happen to be in life, you deserve to work with a team of skilled advisors who understand the nuances of personal finance.
We are a family run office and we treat our clients like family, with the objective of growing together from generation to generation. Since 1988, we have helped countless families pursue their personal financial goals; helped new parents develop a customized plan for their child’s future; created strategies that strive to promote stability in the lives of individuals approaching retirement; and guide families through the emotional difficulty and strategies of estate planning.
How can we help you establish, grow, and pursue your financial future? Give us a call today to set up a meeting in a comfortable, relaxed environment so you can get to know our family a little better.
