Zuk Financial Group
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
Zuk Financial Group List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Zuk Financial Group. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Zuk Financial Group Employees
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
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
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
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
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
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
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
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
Zuk Financial Group 2009 - Present
SunLife Financial 2005 - 2009
Allianz Financial 2000 - 2005
Education
University of Southern California
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
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