Zuk Financial Group - Dana Point
Financial Services - Dana Point, California, United States
Zuk Financial Group - Dana Point Employees
Zuk Financial Group - Dana Point Details
Zuk Financial specializes in financial and retirement planning. We also offer a suite of tools and services to help you create, implement and maintain your plan with the goal of enjoying a bright financial future.Pam's goal is to help clients turn their dreams into realities by helping them develop a thoughtful plan and giving them guidance to ensure that they follow the plan.As a Certified Financial Planner ® with over 15 year of personal financial planning experience, Pam understands the challenges people face when it comes to managing their financials and preparing for retirement.As an independent advisor, Investment Advisor Representative, Pam acts as an investment fiduciary, always putting her clients best interest first. She is not tied to any specific plan, product or platform, allowing her to present the most suitable investment options and financial tools specific to each client.Pam has extensive experience working with professional women, as well as educators, and she offers valuable insight and guidance to help them work toward their financial goals.---CA Insurance Lic. #OD82095Securities offered through LPL Financial, Member FINRA/ SIPC). Investment advice offered through Valley Wealth Strategies, a registered investment advisor and separate entity from LPL Financial. For hyperlinks to FINRA and SIPC, please refer to 'Contact and Personal Info' section above. Third party posts on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial registered representative associated with this page may only discuss and/or transact business with residents of the following states: CA, AZ, WA, TX, SC, OR, OK, NM, NV, MT, IL, ID, GA, CO.LPL Financial Privacy Policy: https://lplfinancial.lpl.com/disclosures/privacy-security/online-privacy-policy.html
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