Zuk & Associates

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2410 Camino Ramon Ste 145
San Ramon, CA 94583

Zuk Financial Group is an independent advisory firm based in California and Washington, founded in 1974 by Paula Key, PhD, and Cory Zuk, CFP. With a team of 15 certified financial planners and over 30,000 clients, the firm specializes in providing personalized financial guidance to educators, retirees, and business owners.

Dedicated to helping clients achieve financial confidence, Zuk Financial Group operates 45 years of experience without account or net worth minimums. The firm emphasizes a thoughtful investment approach, ensuring clients receive the necessary support to navigate their financial futures.

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