# FINANCIAL ZEN

FINANCIAL ZEN is a RIA based in San Francisco, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** San Francisco, United States
- **Assets under management:** Undisclosed
- **Website:** https://financialzen.com
- **LinkedIn:** https://www.linkedin.com/company/rvalenzi

## Regulatory record

- **CRD number:** 282230
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/282230

## About

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.

## People

- Rick Valenzi — Founder
- Rick Valenzi — CERTIFIED FINANCIAL PLANNER Professional

## Related profiles

- [The Davenport Financial Group](https://altss.com/profile/the-davenport-financial-group-inc)
- [EVIDENCE ADVISORS INVESTMENT MANAGEMENT](https://altss.com/profile/evidence-advisors-investment-management)

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Last updated: 2026-08-11T15:06:42.396Z

Canonical page: https://altss.com/profile/financial-zen

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