Rick Valenzi, CFP®, CRPC® The Financial Zen Group
- 600 California Street 11th Floor, San Francisco, CA 94108
- (415) 792-0345
- https://www.financialzen.com
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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The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
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:
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
