Zuk Financial Group

Description

Address: 22936 El Toro Rd, Lake Forest, CA 92630 Hours: Open ⋅ Closes 5PM Friday8:30AM–5PMSaturdayClosedSundayClosedMonday8:30AM–5PMTuesday8:30AM–5PMWednesday8:30AM–5PMThursday8:30AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (949) 472-4550Website: : Place name: : : : : Category: : Website: https://zukfinancial.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Zuk Financial Group Posting publicly on the Web Write a review Reviews Be the first to review

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Zuk Financial Group Employees

Employee
Years
Job
Industry
Nicole Sasson Nicole Sasson San Francisco Bay Area Details
Nicole Sasson's Zuk Financial Group Experience January 2009 - May 2014
Job Recruiter for Nelson Staffing at YouTube
Industry Staffing and Recruiting
Experience
YouTube  May 2014 - Present
Sasson Legal   May 2010 - Present
Zuk Financial Group   January 2009 - May 2014
Ortho Kinematics  June 2007 - January 2009
GMBB Consulting   June 2006 - June 2007
Deltagen, Inc  December 2000 - July 2004

Skills
Estate Planning, Revocable Trusts, Strategic Planning, Financial Analysis, Business Development, Biotechnology, Product Management, Business Strategy, Management, Analysis, Medical Devices, Lifesciences, Project Management, Competitive Analysis, Portfolio Management, Start-ups

Education
University of San Francisco School of Law   2004 — 2009
J.D., Intellectual Property and Technology Certificate

University of San Francisco - School of Management   2006 — 2009
M.B.A., Finance

University of California, Berkeley   1995 — 1999
B. S, Molecular Environmental Biology

Lorena Larson Lorena Larson Fullerton, California Details
Lorena Larson's Zuk Financial Group Experience April 2007 - September 2014
Job Independent Agent at AFLAC
Industry Financial Services
Experience
AFLAC Independant Agent   February 2015 - Present
Zuk Financial Group   April 2007 - September 2014
Albertson's  October 2003 - November 2007
DynaFlex International   May 2001 - October 2003

Skills
Notary Public, Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word, Outlook, Estate Planning, PowerPoint, Certified Citadel..., Loss Prevention, Accounting, Administrative..., Human Resources, Data Entry, Office Management, Investments

Education
Pasadena City College   1986 — 1988
Associate of Arts (A.A.), Fashion/Apparel Design

California State University-Long Beach

Joshua Schefers Joshua Schefers San Francisco Bay Area Details
Joshua Schefers's Zuk Financial Group Experience October 2011 - Present
Job Dedicated to the Craft of Financial Planning, CERTIFIED FINANCIAL PLANNER™ professional
Industry Financial Services
Experience
Zuk Financial Group   October 2011 - Present
Heffernan Investment Advisors   2010 - 2011
Grubman Financial   2008 - 2010

Education
University of California, Berkeley   2008 — 2010
Certificate, Personal Financial Planning program

Golden Gate University   2003 — 2005
Masters, Finance, Investment Management

American University   1993 — 1996
BA, Political Science

Ahamad Manohorathat Ahamad Manohorathat Greater Los Angeles Area Details
Ahamad Manohorathat's Zuk Financial Group Experience June 2014 - Present
Job Registered Representative at Zuk Financial Group
Industry Financial Services
Experience
Zuk Financial Group   June 2014 - Present
AXA Advisors  October 2012 - April 2014
American Funds  December 2006 - December 2012
National Planning Corporation (NPC) DBA Zuk Financial Group   January 2004 - December 2006
H&R Block  January 2005 - April 2005
JE Pistons  1999 - 2003

Skills
Mutual Funds, Investments, Retirement, Customer Service, 529 Plans, Sales, Securities, Retirement Planning, Life Insurance, Series 63, Series 6

Education
California State University-Fullerton
Bachelor of Arts (B.A.), Economics

California High School

Don St. Clair, CFP®, AIF® Don St. Clair, CFP®, AIF® Roseville, California Details
Don St. Clair, CFP®, AIF®'s Zuk Financial Group Experience December 1991 - April 2001
Job Certified Financial Planner
Industry Financial Services
Experience
St. Clair Financial   May 2001 - Present
MortgageNudge   January 2011 - Present
2012 FPA Retreat Conference   June 2011 - May 2012
Financial Planning Association of Northern California   January 2007 - December 2007
Zuk Financial Group   December 1991 - April 2001

Skills
Retirement Planning, Debt, Mortgage, Portfolio Management, Financial Planning, Tax, Wealth Management

Education
California State University-Long Beach   1989 — 1991
Bachelors, Finance

Boston University   2010 — 2010
Lifecycle Investing for Financial Planners

Aji Network   1997 — 2001

Noe Lemus Noe Lemus United States Details
Noe Lemus's Zuk Financial Group Experience September 2015 - Present
Job Administrative Assistant at Zuk Financial Group
Industry
Experience
Zuk Financial Group   September 2015 - Present
OnMyBlock, Inc.   September 2014 - Present
LSS  March 2013 - June 2013

Skills
Microsoft Office, PowerPoint, Bilingual, Microsoft Access, power..., Great presenter, leadership, friendly, Microsoft Word, Microsoft Excel, Customer Service, Teamwork, Time Management, Spanish, Team Leadership, Leadership, Event Planning, Social Networking, Outlook, Critical Thinking, critical thinker

Education
UCSC   2012 — 2016

Farmersville High school   2009 — 2012

Michelle Greenwood Michelle Greenwood Orange County, California Area Details
Michelle Greenwood's Zuk Financial Group Experience March 2003 - June 2008
Job Financial Services Professional
Industry Financial Services
Experience
Tax & Financial Group  October 2011 - November 2013
BIS Consulting/Advisory Group   April 2011 - August 2012
Aforma Financial Services   October 2002 - July 2011
H&R Block  2008 - 2009
Zuk Financial Group   March 2003 - June 2008
Moneyline  July 2001 - October 2002
American Express Financial Advisors  May 1999 - July 2001
Shearson Lehman Mortgage/Assistant Manager   1987 - 1993

Skills
Management, Strategic Planning, Finance, Financial Planning, Marketing, Financial Services, Public Speaking, Customer Service, Sales, Leadership

Education
Saddleback College   2010 — 2012
Accounting

University of California, Berkeley   1978 — 1981
Rhetoric

HBHS

Jacqueline Carrillo Jacqueline Carrillo Watsonville, California Details
Jacqueline Carrillo's Zuk Financial Group Experience December 2010 - November 2013
Job Client Service Coordinator
Industry Financial Services
Experience
Zuk Financial Group   December 2010 - November 2013
Bank of America/ Countrywide Home Loans  June 2003 - November 2010
Katherine & George Alexander Community Law Center   2002 - 2003
Sambrailo Packaging  1999 - 2000

Skills
Investments, Retirement Planning, Mutual Funds, Financial Analysis, Banking, Equities, Financial Planning, Portfolio Management, Financial Services, Credit, Wealth Management, Securities, Series 7, Retirement, Risk Management, Fixed Income, Insurance, Loans, Fixed Annuities, Mortgage Lending

Education
Santa Clara University   1998 — 2002
Bachelor's degree, Finance, General

Dan Buster Dan Buster Greater Los Angeles Area Details
Dan Buster's Zuk Financial Group Experience 2009 - Present
Job Financial Advisor, Investment Advisor Representative
Industry Financial Services
Experience
Zuk Financial Group   2009 - Present
SunLife Financial  2005 - 2009
Allianz Financial   2000 - 2005

Education
University of Southern California

Dr. Ercilia Donnelly Dr. Ercilia Donnelly Salinas, California Area Details
Dr. Ercilia Donnelly's Zuk Financial Group Experience September 2013 - Present
Job at Zuk Financial Group
Industry Financial Services
Experience
Zuk Financial Group   September 2013 - Present
MPUSD  November 2009 - August 2013
Aromas San Juan School District   July 2003 - June 2005

Skills
Teaching, Curriculum Design, Early Childhood..., Books, Publishing, Staff Development, Management, Educational Leadership, Curriculum Development, Organizational..., Program Management, Nonprofits, Instructional Design, Teacher Training, K-12

Education
University of La Verne   2004 — 2008
EDD, Education

Daniel Raymond, CFP®, AIF® Daniel Raymond, CFP®, AIF® Orange County, California Area Details
Daniel Raymond, CFP®, AIF®'s Zuk Financial Group Experience April 2008 - Present
Job Managing Partner Zuk Financial Group
Industry Financial Services
Experience
Zuk Financial Group   April 2008 - Present
ING  January 2007 - April 2008
Charter Oak Insurance and Financial Services  April 2004 - January 2007
MassMutual Financial Group  December 2000 - April 2004

Education
Western New England College School of Law   1990 — 1993
Doctor of Law (JD), Law

Central Michigan University   1988 — 1989
Master's degree, Business Administration and Management, General