Financial Zen
Investment Management
600 California St
6 employees
- Employees
- 6
- Contacts
- 2
- Emails
- 2
- Phones
- 1
Financial Zen Overview
- Headquarters
- 600 California St
- Website
- financialzen.com
- Industry
- Investment Management
- Employees
- 6
- Founded
- 2016
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment Activities
About Financial Zen
There's no shortcut to financial independence (aka Financial Zen), but there IS a fast track. The average age of our members is 39. Their average projected age of financial independence is 50. They didn't win the DNA or the IPO lottery. They just did everything right with their money and their money mindset (with a little help from Financial Zen). (They also did NOT give up vacations or dinners out.) Financial Zen is an experience unlike any other financial planning service. Calling us "financial planners" is like calling the Grand Canyon a "hole in the ground." (Getting your financial house in order is just the beginning, not the end!) So if you want to get on the fast track to financial independence, check out our website - and if you like what you see, schedule a Discovery Call or register for one of our free monthly challenges! www.financialzen.com
Financial Zen Contact Details
- People in AeroLeads
- 4
- With contact data
- 2
- Email contacts
- 2
- 50.0% coverage
- Phone contacts
- 1
- 25.0% coverage
Financial Zen Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Ella Smith | Personal Assistant to Chief Financial Officer | San Francisco, California, United States |
View
|
| Ryan Deckard | Personal Assistant to Chief Financial Officer | San Francisco, California, United States |
Email
Phone
|
| John S. Frazier Iii | Building Long-term Relationships for Our Clients to Live Life by Design, Not by Default. | Saratoga Springs, New York, United States |
Email
|
| Rick Valenzi, Cfp® | Fast Tracking Financial Independence for Big Tech Employees |
View
|
Employees by Management Level
Executive
2 profiles
Individual contributor
2 profiles
Associate / junior
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Finance | 1 | 1 | 0 |
Compare Similar Companies to Financial Zen
Mortenson
Construction
Delta Sigma Pi
Professional Training And Coaching
CIBC US
Financial Services
Essex Property Trust
Real Estate
UCSB Investment Advisory Committee (IAC)
Investment Management
Root Financial
Financial Services
Blue Barn
Restaurants
MKT Advisors LLC
Financial Services
San Carlos Youth Center
Wellness And Fitness Services
Babylon Wealth
Financial Services