The Financial Zen Group

The Financial Zen Group (CRD# 282230) is a financial advisory firm headquartered in San Francisco, CA. They serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at The Financial Zen Group
Showing 1 - 1 of 1 top financial advisors.
1
Richard D. Valenzi
CRD#: 3081032
555 California St, Ste 4925, San Francisco, CA 94104
73
Wealthminder
score

Richard Valenzi (CRD# 3081032) is an Investment Advisor Representative working at The Financial Zen Group in San Francisco, CA and has over 8 years of experience in the finance industry.

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