Rick Valenzi, CFP
The Financial Zen Group
Certified Financial Planner in San Francisco, CA
Address:600 California St, 11th floor
San Francisco, CA 94108
About Rick Valenzi
Rick Valenzi is a financial professional at The Financial Zen Group located in San Francisco, California. Rick Valenzi holds an industry securities registration subject to FINRA oversight having passed securities examinations . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Rick Valenzi provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Rick Valenzi600 California St, 11th floor
San Francisco, CA 94108
Phone Number:
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Website:
http://www.financialzen.com
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