Rick Valenzi, CFP®, CRPC® The Financial Zen Group

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About Rick Valenzi, CFP®, CRPC®

We help young families conquer financial complexity.

With a successful career and a family comes financial complexity – that evil villain lurking in the shadows. Left alone, he can dismantle everything you’ve built. Try to defeat him and he’ll leave you confused, frustrated and overwhelmed.

You deserve a guide who can show you how to lock him up and throw away the key.

For over a decade we’ve helped young families conquer financial complexity through hands-on, full-service financial planning.

Our process is simple:
1) Determine if you need help
2) Create a plan together
3) Execute the plan together

By defeating financial complexity, you’ll eliminate your financial anxiety. You’ll acquire confidence, gain clarity about your future and understand your finances better than you ever have.

Schedule your free introductory consultation today! – http://ow.ly/UjTx30qa3Wf

Or check out our website for more details – www.financialzen.com

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Ideal Clients

  • Dual Income Family
  • Family Financial Planning
  • Gen X
  • Parents

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Assets Under Management

Fee Options:

  • Monthly Fee: $200+/mo
  • Quarterly Fee: $500+/qtr
  • AUM: 0.25%

SEC Records:

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