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FINANCIAL ZEN
FINANCIAL ZEN is an SEC-registered investment adviser in San Francisco, CA. The firm manages approximately $149 million in regulatory assets.
FINANCIAL ZEN
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.
General information
Firm type
RIA
Location
Country
United States
City
San Francisco
Principals
Rick Valenzi
Founder
Rick Valenzi
CERTIFIED FINANCIAL PLANNER Professional
Frequently asked questions
What is FINANCIAL ZEN?
FINANCIAL ZEN is a ria headquartered in San Francisco, United States.
Where is FINANCIAL ZEN headquartered?
FINANCIAL ZEN is headquartered in San Francisco, United States.
What does Altss track for FINANCIAL ZEN?
Altss maintains an OSINT-verified profile of FINANCIAL ZEN covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.
What is FINANCIAL ZEN's website?
FINANCIAL ZEN's public website is financialzen.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is FINANCIAL ZEN?
FINANCIAL ZEN is classified by Altss as a RIA, operating from United States.
How does Altss source intelligence on FINANCIAL ZEN?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was FINANCIAL ZEN's Altss profile last updated?
FINANCIAL ZEN's profile on Altss was last refreshed on August 11, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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