Harrell Robert W CFP

Presidio Financial Partners is an independent firm that offers wealth management and corporate finance services. The company specializes in providing financial advisory services to entrepreneurs and their families. Its principal investing group, Presidio Investors, provides flexible investment capital. The company s corporate advisory group, Presidio Merchant Partners provides strategic and financial advisory services, including mergers and acquisitions. Its personal wealth advisory group, Presidio Wealth Management represents individuals, families and their charitable entities and provides financial advice. Presidio Merchant Partners executes private placement services for emerging growth companies with revenue from $20 million to $200 million. Founded in 1997, the company s staff specializes in minority investments in privately held and publicly traded companies.

Zuk & Associates, located in Menlo Park, California, is a financial advisory firm led by Oscar Sasson, who has been with the company since 1988. As a Chartered Retirement Planning Counselor and Certified Fund Specialist, Oscar specializes in retirement planning and offers a comprehensive range of investment options, including mutual funds, stocks, bonds, and insurance programs. With over 20 years of experience, Oscar is committed to fostering strong client relationships through effective communication and a partnership approach to investment strategies. He is also known for his engaging educational seminars for various organizations, leveraging his extensive knowledge of public employee retirement systems and small business investment planning. Generated from the website