RIA · CRD 282230
Updated:
FINANCIAL ZEN
FINANCIAL ZEN is an SEC-registered investment adviser in San Francisco, CA. The firm manages approximately $149 million in regulatory assets.
Overview
FINANCIAL ZEN is an SEC-registered investment adviser in San Francisco, CA. The firm manages approximately $149 million in regulatory assets. It has 4 employees and 2 investment advisers.
Website
financialzen.comLinkedIn
linkedin.com/company/rvalenziGeneral information
Firm type
RIA
Location
Country
United States
City
San Francisco
Principals
Rick Valenzi
Founder
Rick Valenzi
CERTIFIED FINANCIAL PLANNER Professional
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