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- Custodian
- Charles Schwab & Company · Cibc Mellon · Wells Fargo
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-29-2016
- Office Locations
- 1
Office Locations
About Financial ZEN
Financial Zen is an independent, fee-only fiduciary RIA led by CFP professionals. Its Mastery Program delivers ongoing financial planning with monthly meetings for high achievers pursuing early financial independence. Optional investment management applies strategic asset allocation with automated rebalancing and tax-loss harvesting, typically via mutual funds and ETFs, with custody including Charles Schwab. Based in San Francisco, serving clients nationwide.
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Owner & Executives
RICHARD DAVID VALENZI
Chief Compliance Officer, Chief Executive Officer, Owner
- CRD
- #3081032
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Amanda Grace Bearden
Lead Advisor
- CRD
- #7708372
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $167,610,372 | -- |
| Non-Discretionary | $0 | -- |
| Total | $167,610,372 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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