Financial Zen,

600 California St, San Francisco, CA 94108, United States

"I've been Rick's client 15+ years; since the launch of Financial Zen. Rick is a great sounding board to bounce ideas off. He listens, is non-judgmental, and provides options for me to consider. As a result of sharing his financial knowledge and helpful online tools to track progress, I'm comfortable adjusting strategies to achieve the goals I've set. I'm happy to say I've achieved four important goals working with Rick: 1) my financial house is in order 2) I was able to care for my father until his passing 3) I retired on my terms 4) I bought a home that I look forward to living in for many years. So, if you are looking to achieve Financial Zen, talk to Rick."

"Rick Valenzi and the Financial Zen group are a phenomenal financial partner. He has been there for my family and I as we plan for and reach life’s biggest financial challenges and milestones. He’s been there for us at each stage of our lives to help us reach our goals, be it saving for a trip, buying a home, protecting our young family with a trust, college savings, retirement planning and overall financial well being. Rick truly does provide financial Zen and gives my family one less thing to worry about. I am thankful to have Rick and the Financial Zen team in my corner."

"Rick is easily the best financial planner/advisor/guru you can work with. In my first month working with Rick, I did more for my personal finances than I had done... ever. Not only does he have the knowledge, but the skills and personality to teach you (and get it to stick) the things to make you the zen master of your own financial journey. I can't thank Rick enough for helping us make sense of our ever changing financial opportunities and I highly recommend him to anyone looking to get more control and peace of mind over where they are going financially!"

"We have been clients of Financial Zen for over 12+ years. We have had an excellent experience till date. We have young kids and live in the Bay Area. We have got helpful advice from Rick and his team on managing our finances, and having a savings plan for our kids' college and our retirement. Rick does regular check ins with us and offers invaluable advice on so many financial topics that we would have not known about. I highly recommend doing business with Financial Zen."

"Rick has been invaluable in helping me to get my financial house in order. He has a very practical approach that has enabled me to take measurable steps toward achieving my financial goals. He's an excellent resource for tech professionals where stock is a portion of the compensation package. When working with Financial Zen, you not only gain access to Rick but also to his legal, insurance, tax, etc contacts who all advise and contribute toward your individual financial goals and priorities."