About Company

Financial Zen Group, Inc. (Financial Zen) is a fiduciary, independent, fee-only financial planning firm based in San Francisco that helps mid-career professionals—especially tech salespeople and other high-achievers—accelerate their path to financial independence through proprietary programs (Foundations and Mastery), personalized planning, optional automated investment management with strategic rebalancing and tax-loss harvesting, and an active content hub of blogs and videos; Financial Zen is led by founder Rick Valenzi, employs CERTIFIED FINANCIAL PLANNER™ professionals, emphasizes purpose-driven results over traditional advisory models, and provides virtual and in-office services from its location at 600 California St.

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