Nick P.
3/14/2020
I am a partner and referrer to Rick (I am on the benefits advising side of consulting). I think Rick's decision to leave the corporate financial planning world to start his own firm and advise...
The Financial Zen Group
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600 California St Fl 11
San Francisco, CA 94108
The Financial Zen Group, based in San Francisco, CA, is a team of CERTIFIED FINANCIAL PLANNERTM Professionals with over 14 years of experience, dedicated to helping individuals achieve financial independence through their innovative programs and personalized guidance.
Offering a unique approach to financial planning, The Financial Zen Group goes beyond traditional services to provide a roadmap for financial success, empowering members to retire earlier and optimize their finances while making money management both effective and enjoyable.
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Reviews
5.04 reviews
yomei k.
2/15/2022
Rick and his team has been so helpful for me to feel confident about my financial health. They help me by explaining complex investment strategies, executing on those strategies, and also keep me...
Joe E.
6/5/2023
I've been a client of Rick's at Financial Zen for almost a year. He provided a structured series of meetings to dramatically overhaul my financial health in ways I could not have done on my own. I...
julie E.
1/5/2022
Rick and his team at The Financial Zen Group are not only great financial advisors but also great people who genuinely care about their clients. Rick helped us get all of our finances in order,...
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