The Financial Zen Group
The Financial Zen Group (CRD# 282230) is a financial advisory firm headquartered in San Francisco, CA. They manage $12,225,198 in 129 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management12MILLION
Total Number of Accounts129ACCOUNTS
Average Account Value$94,769
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
Richard Valenzi (CRD# 3081032) is an Investment Advisor Representative working at The Financial Zen Group in San Francisco, CA and has over 9 years of experience in the finance industry.