Financial Zen

Financial Zen (CRD# 282230) is a financial advisory firm headquartered in San Francisco, CA. They manage $62,662,852 in 344 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
600 California Street, 11th Floor, San Francisco, CA 94108
https://www.linkedin.com/in/rvalenzi
By the Numbers
  • Total Assets Under Management
    63
    MILLION
  • Total Number of Accounts
    344
    ACCOUNTS
  • Average Account Value
    $182,159
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Financial Zen
Showing 1 - 1 of 1 top financial advisors.
1
Richard Valenzi, financial advisor San Francisco CA
Richard D. Valenzi
CRD#: 3081032
600 California Street, 11th Floor, San Francisco, CA 94108

Richard Valenzi (CRD# 3081032) is an Investment Advisor Representative working at Financial Zen in San Francisco, CA and has over 15 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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