Financial Zen

Financial Zen

Investment Management 600 California St 6 employees
Employees
6
Contacts
2
Emails
2
Phones
1

Financial Zen Overview

Headquarters
600 California St
Industry
Investment Management
Employees
6
Founded
2016
NAICS
Other Financial Investment Activities
Portfolio Management
All 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 Contact
Ella Smith Personal Assistant to Chief Financial Officer
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Ryan Deckard Personal Assistant to Chief Financial Officer
Email Phone
John S. Frazier Iii Building Long-term Relationships for Our Clients to Live Life by Design, Not by Default.
Email
Rick Valenzi, Cfp® Fast Tracking Financial Independence for Big Tech Employees
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Employees by Management Level

Executive 2 profiles
Individual contributor 2 profiles
Associate / junior 1 profile

Department Contact Coverage

Department Contacts Email Phone
Finance 1 1 0

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