◈ Homepage — http://www.financialzen.com/Skip to content ABOUT US OUR STRATEGY PROGRAMS CONTENT HUB CONTACT MEMBERS ONLY Home Get On The Fast Track To Financial Independence attn: Tech Salespeople! We'll help you achieve financial independence faster than you ever thought possible (without giving up vacations or dinners out). Just imagine living life & working (or NOT working) on your terms! Our Members' Average Age 0 Average Years to Financial Zen 0 Avg. Projected Financial Zen Age 0 Content Hub Check Out Our Blog! Financial Zen Daily Makes It Quick, Easy And FUN To Raise Your Financial IQ!  START READING Check Out Our Videos! Subscribe to our YouTube Channel for more ways to level up! WATCH OUR VIDEOS ◈ Interior Pages — 15 pages crawledOur Strategy - Financial Zen Skip to content About Us About Rick Valenzi Financial Zen Masters Our Strategy Programs Content Hub Blog Videos Contact Media & Speaking Members Only Financial Zen Portal Monday.com Schwab Alliance Mastery Program Foundations Program Google Drive OnePager About Us About Rick Valenzi Financial Zen Masters Our Strategy Programs Content Hub Blog Videos Contact Media & Speaking Members Only Financial Zen Portal Monday.com Schwab Alliance Mastery Program Foundations Program Google Drive OnePager Our Strategy We Help Younger Generations Achieve Financial Zen, So They Can Live Life On Their Own Terms! Financial Zen is a different kind of animal. We are comprised of CERTIFIED FINANCIAL PLANNER TM Professionals who understand that our members are real people with real hopes and dreams for the future. We also know those hopes and dreams don’t include reporting to a boss five days per week for the next 40 years. Work with us and we’ll help you achieve financial freedom (aka financial zen) so you can finally write that resignation letter and ride off into the sunset. See Our Programs How to Quit Your 9 to 5 without Going Broke Financial planners make things a little bit better for their clients, financially speaking. They caution their clients to save and invest for the long term, to expect results over decades, rather than years or even months. But we know that our members want—no, they NEED—dramatic, life-changing results ASAP. We know that punching a timecard for 30 to 40 years isn’t exactly nurturing your dreams, and we want to help you speed your way to an early retirement so that you can live a life of freedom. No, you won’t be able to quit your job by next Friday when you work with us, but you will be able to retire much sooner than you could have ever thought possible. Why wait? Reach out today. This Isn’t Your Parent’s Financial Planning Firm If you’re a younger than 45 and you start looking for a CFP® Professional to help you figure out your finances, you’re in for a rude awakening. The sad truth is that the vast majority of financial advisors will not work with younger generations. They only work with retirees and soon-to-be retirees. Why? Because those are the people who have substantial savings and can meet the advisors’ tyrannical account minimums. We’re different. We don’t have account minimums or commission products. We’re a fiduciary— legally obligated to serve our members’ best interests. And we’re downright honored to work with younger professionals because we get genuinely excited about the prospect of helping our member achieve their dreams in life. “But I Don’t Have Much Money!” It’s not how much you HAVE, it’s how much you MAKE. People think you should seek help once you HAVE a million bucks saved up. But actually, the opposite is true. The biggest impact we have on our members are those that get started early. If you’re making $200k+ a year, you should 100% be working with a professional. You work too hard to go it alone with “Google research” and hearsay advice from friends and coworkers. We provide a clear roadmap for the future, allowing you to get from Point A (your job) to Point B (early retirement and freedom) much faster than you could ever get there alone. Let's Get Started! Sign up for the free fast Track your retirement 3-Day Challenge! Get on the fast track to financial freedom (aka financial zen)! start the challenge FOLLOW US Facebook Youtube Linkedin ©2022 Financial Zen Group, Inc. MENU ABOUT OUR STRATEGY Our Programs VIDEOS CONTENT HUB LINKS Contact us Privacy Policy Client Brochure - adv part 2 CONTACT (415) 792-0345 [email protected] VISIT 600 California St., 11th Floor San Francisco, CA 94108 Financial Zen Masters - Financial Zen Skip to content About Us About Rick Valenzi Financial Zen Masters Our Strategy Programs Content Hub Blog Videos Contact Media & Speaking Members Only Financial Zen Portal Monday.com Schwab Alliance Mastery Program Foundations Program Google Drive OnePager About Us About Rick Valenzi Financial Zen Masters Our Strategy Programs Content Hub Blog Videos Contact Media & Speaking Members Only Financial Zen Portal Monday.com Schwab Alliance Mastery Program Foundations Program Google Drive OnePager Our Movement We Are the Financial Zen Masters! Personal Finance Should Be Life-Changing! We know you have big dreams. When you become a Financial Zen Master, you’ll discover how to achieve them. Imagine typing up your resignation letter in the near future… not to search for your next gig, but to pursue your true passion in life. What will you do? Start your own business? Launch a nonprofit? Travel the world? It’s in your hands. Join Our Facebook Group! “But Work Has Always Been a Necessary Evil.” We believe people have limitless potential, but they can only fulfill that potential by doing what they were truly meant to do in life. Have you ever known anyone to say, “My goal in life is to work 9 to 5 nearly every day until I’m too old to enjoy life”? Probably not. People have dreams, hopes, and ambitions, but all too often, those dreams end up getting crushed by the relentless reality of office work. It doesn’t have to be this way. Become a Financial Zen Master and get in the driver’s seat of your life! Our Members' Average Age 0 Average Years To Retirement 0 Avg. Projected Retirement Age 0 Us vs Them We offer life-changing results that will literally… you know… change your life. We specialize in working with younger generations because we know they need our financial planning services the most. We don’t profit from commissions or account fees. Instead, we use flat monthly membership fees. We emphasize the value of financial education, and we’re always happy to break down complex concepts into easily digestible bites. Our team is relatable, approachable, and friendly because we genuinely enjoy working with our members and helping them change their lives for the better. They promise modest improvements to your financial situation, just pushing peas around your plate. They only work with Baby Boomers or people who have already saved their millions, leaving younger generations with nowhere to turn. They focus on "gathering assets" to charge advisory fees. Financial planning is an after-thought. They are unwilling to provide clear, comprehensible financial education for fear their clients won’t need their services any longer. They thrive on a stuffy corporate culture because they believe it gives them prestige. The Financial Zen Masters Creed Financial Zen Masters own their lives. We take responsibility for where we are in life. If we don’t like it, we put in the work to change it. Financial Zen Masters know they’re meant for great things. Things that will change our world, our community and our families. We refuse to be one of the timid souls sitting on the sidelines of life. Financial Zen Masters know time is the most important commodity. Time with our family, our friends and in pursuit of our purpose. Money is the resource that optimizes our time. Financial Zen Masters know the more we put in, the more we get out. We do today what others won’t, so we can live tomorrow how others can’t. A Financial Zen Master is a choice. You’ve chosen to take responsibility. You’ve chosen to pursue your destiny. You’ve chosen to not waste time or money on meaningless pursuits. You’ve chosen to put in the work. You are a Financial Zen Master. We Stand By Our Beliefs We believe in accountability and accepting responsibility for ourselves. If we don’t like where we’re at, we put in the work to make it better. We believe nothing is more precious in life than time & Money is the gateway to spend more time with loved ones and pursue your purpose in life. We believe in continual self-growth and lifelong learning. We believe in managing our lives, our time, and our money with purpose. We believe that, in order to live tomorrow how others can’t, we must do today what others won’t. We are Financial Zen Masters. FOLLOW US Facebook Youtube Linkedin ©2022 Financial Zen Group, Inc. MENU ABOUT OUR STRATEGY Our Programs VIDEOS CONTENT HUB LINKS Contact us Privacy Policy Client Brochure - adv part 2 CONTACT (415) 792-0345 [email protected] VISIT 600 California St., 11th Floor San Francisco, CA 94108 Programs - Financial Zen Skip to content About Us About Rick Valenzi Financial Zen Masters Our Strategy Programs Content Hub Blog Videos Contact Media & Speaking Members Only Financial Zen Portal Monday.com Schwab Alliance Mastery Program Foundations Program Google Drive OnePager About Us About Rick Valenzi Financial Zen Masters Our Strategy Programs Content Hub Blog Videos Contact Media & Speaking Members Only Financial Zen Portal Monday.com Schwab Alliance Mastery Program Foundations Program Google Drive OnePager Our Programs Make Money Fun! With Financial Zen’s Groundbreaking Programs Do you stick your head in the sand when it comes to your money? What if your finances were actually fun and gave you warm, fuzzy feelings instead of anxiety and feelings of lack? How would you feel knowing exactly the path your on? Like how much longer you have to work and how much money you’ll need to quit your paychecks forever? If you want to start adulting with your money, we’re an approachable team that doesn’t take themselves too seriously! We’re Financial Zen, CERTIFIED FINANCIAL PLANNER TM Professionals who believe that simpler is better and making the game of money enjoyable will ensure you make the right moves and do the right things. Our easy-to-follow programs are the solution—a full package of financial planning services designed to leverage your time, optimize your money and get you focused on retiring waaaay sooner than your parents did. Our Financial Planning Programs Are Designed Specifically for Younger Generations: Foundations Program All of our new members begin with our Foundations Program. It’s a six-month program designed to get your financial house in order and set up the foundation for early retirement. Imagine how well you’ll sleep knowing you’re on a clear path towards the future you’ve always imagined. Get Started Now Mastery Program Once you’ve graduated from the Foundations Program, you’ll be eligible to enroll in our Mastery Program. You’ll continually level up year-after-year as you hurtle towards financial zen. . Each level of Financial Zen Mastery requires a new skills set and we’ll help you get there through quarterly one-one-one appointments, weekly group coaching calls and our proprietary tools & technology. Join Our Mastery Program Investment Management Services Financial Zen Members also get access to our automated investment services. We’ll make sure your money is working as hard as you do and actively take advantage of opportunities to systematically rebalance and tax loss harvest. Invest with Us Sign up for the free fast track your retirement 3-Day challenge Get on the fast track to financial freedom (aka financial zen)! start the challenge FOLLOW US Facebook Youtube Linkedin ©2022 Financial Zen Group, Inc. MENU ABOUT OUR STRATEGY Our Programs VIDEOS CONTENT HUB LINKS Contact us Privacy Policy Client Brochure - adv part 2 CONTACT (415) 792-0345 [email protected] VISIT 600 California St., 11th Floor San Francisco, CA 94108 About Rick Valenzi - Financial Zen Skip to content About Us About Rick Valenzi Financial Zen Masters Our Strategy Programs Content Hub Blog Videos Contact Media & Speaking Members Only Financial Zen Portal Monday.com Schwab Alliance Mastery Program Foundations Program Google Drive OnePager About Us About Rick Valenzi Financial Zen Masters Our Strategy Programs Content Hub Blog Videos Contact Media & Speaking Members Only Financial Zen Portal Monday.com Schwab Alliance Mastery Program Foundations Program Google Drive OnePager Meet Rick VALENZI fOUNDER From investment banker to tech sales to financial planner. It's all led to helping you get out of the rat race... In the beginning… Like everyone else, my career has had ups and downs. I started out by earning my finance degree in 1998 from The University of Texas at Austin. I initially became an investment banker, but quickly discovered the reason why so many investment bankers burn out young: humans are not made for 100 hour work weeks. I did a complete 180 and enjoyed a brief stint as a DJ (Yes, really!) before becoming the regional sales manager for a tech company. Under my leadership, my sales team crushed their goals, but after a while I realized that office politics were just as awful as investment banking. So I did some serious soul-searching. And then… After 6 months of intense soul-searching, I realized I needed 3 things. I needed to help others, I needed to work for myself and I needed to get back into finance. And the light bulb went off - financial planning. So I studied like crazy for the CFP® exam and then landed a job as a financial advisor at a big Wall St. firm. You would think I had achieved my dreams, right? Well, there was a problem. I discovered quickly that financial advisors at brokerage firms are just glorified salespeople whose only measure of success if how much revenue they produce through client fees. I wanted to help people, not be an investment salesperson. So I became determined to open my own shop to do things the right way. My breakthrough… After 7 years of building my client base and honing my financial planning acumen, the time was right - I left Wall St. behind and Financial Zen was born. I was hell-bent on fixing all the problems I saw in my industry. So I designed Financial Zen around working with younger generations who needed help, but couldn't get it because they hadn't saved their millions yet. I structured our fees, so "gathering assets" was not our sole focus. And then I threw away my suit and tie to make money fun for the people we help. When I opened the doors of Financial Zen in 2016, I felt like I was finally on the right track and I was doing what I was supposed to do with my life. But then… During the first few years in business, Financial Zen was on a roll. We were helping people get their financial house in order, and we were doing it better, faster, and more efficiently than the other firms out there. But I still felt like there was a missing piece to the puzzle. So I meditated on the question - what do our members REALLY want? Adulting with your finances is important, but what's the point? I asked myself and I asked our members and after a few months of focusing on this question, it happened... My AHA Moment… Then I finally saw it. I realized the clues had been left for me all along the way. I just hadn't pieced them together. And like a flashback scene in a movie, I saw all of the conversations I'd had about getting out of the rat race. "I like what I do, but I'd quit tomorrow if I could. "My 10 year plan is to NOT be working." "What I REALLY want to do is play music all day." Every single person we work with is a high achiever, but they're chained to their paycheck. If we could help them achieve financial freedom, they wouldn't NEED their paycheck and they could live the lives they always imagined. Since that lightbulb moment, we’ve refocused on helping people retire much, much earlier than they ever thought possible. When you achieve Financial Zen, you can quit the 9 to 5 grind and pursue your true passions in life. My Straight-Shooting Beliefs I believe that… Money is a resource that should fuel your passions. If your financial plan isn’t life-changing, it isn’t enough. You deserve to wake up every day absolutely stoked about the path you're on. “But Don’t Only Super Wealthy People Have Financial Planners?” It’s commonly thought that only super wealthy people need financial planning services. Or that only people with a bunch of money saved can invest. But that’s not true. In fact, it’s the people who DON’T have a ton of money saved that need financial planning services the most. Let’s break it down. Financial Zen is like a GPS system. You’re at Point A. You want to be at Point B—an early retirement that allows you to live your dream. We provide the roadmap to get you there. No matter how much you have in savings, we want to work with you because we believe there ought to be more to life than punching a timecard and trading hours for dollars. Sign up for the free fast track your retirement 3-Day Challenge! Get on the fast track to financial freedom (aka Financial Zen)! start the challenge FOLLOW US Facebook Youtube Linkedin ©2022 Financial Zen Group, Inc. MENU ABOUT OUR STRATEGY Our Programs VIDEOS CONTENT HUB LINKS Contact us Privacy Policy Client Brochure - adv part 2 CONTACT (415) 792-0345 [email protected] VISIT 600 California St., 11th Floor San Francisco, CA 94108 Contact - Financial Zen Skip to content About Us About Rick Valenzi Financial Zen Masters Our Strategy Programs Content Hub Blog Videos Contact Media & Speaking Members Only Financial Zen Portal Monday.com Schwab Alliance Mastery Program Foundations Program Google Drive OnePager About Us About Rick Valenzi Financial Zen Masters Our Strategy Programs Content Hub Blog Videos Contact Media & Speaking Members Only Financial Zen Portal Monday.com Schwab Alliance Mastery Program Foundations Program Google Drive OnePager Contact Take the First Step to Financial Freedom! Contact Us Today to Become a Financial Zen Master! If you’re tired of putting in long hours making someone else rich; if you’re fed up with endless meetings and soul-crushing office politics; if you’re ready to turn the page and do the thing—whatever it is—that makes you uniquely YOU, then contact Financial Zen today. We’re committed to crushing the current definition of “work” by helping our clients build their own businesses and pursue their passions in life. Take that first step. Call or email us, or fill out the form below today to schedule a discovery call. (415) 792-0345 [email protected] Send us a Message Company This field is for validation purposes and should be left unchanged. Name Phone Email Message FOLLOW US Facebook Youtube Linkedin ©2022 Financial Zen Group, Inc. MENU ABOUT OUR STRATEGY Our Programs VIDEOS CONTENT HUB LINKS Contact us Privacy Policy Client Brochure - adv part 2 CONTACT (415) 792-0345 [email protected] VISIT 600 California St., 11th Floor San Francisco, CA 94108 Financial Zen Mastery Login Create Your Account: Email: Password: Confirm Your Password: CREATE YOUR ACCOUNT Already a member? Login Now! Login: Email: Password: LOGIN TO ACCOUNT Forgot Password? Forgot your Password? Email: Send me reset password instructions Go Back To Login © 2021 The Financial Zen Group, Inc. Terms - Privacy Working... Media & Speaking - Financial Zen Skip to content About Us About Rick Valenzi Financial Zen Masters Our Strategy Programs Content Hub Blog Videos Contact Media & Speaking Members Only Financial Zen Portal Monday.com Schwab Alliance Mastery Program Foundations Program Google Drive OnePager About Us About Rick Valenzi Financial Zen Masters Our Strategy Programs Content Hub Blog Videos Contact Media & Speaking Members Only Financial Zen Portal Monday.com Schwab Alliance Mastery Program Foundations Program Google Drive OnePager Media & Speaking Get the Financial Zen Experts at Your Next Event! Over the years, the CFP® practitioners have built a reputation for delivering accessible, actionable financial education and planning services to younger adults, with a focus on facilitating an early retirement. Now, we’re pleased to announce that we’re available for speaking engagements. Get in touch today to discuss having our experts on your virtual or in-person stage. Financial Zen’s Most Popular Speaking Topics Some of our most popular speaking topics are as follows: Buying/paying off a house Saving for college Saving for an early retirement Investing wisely The five levels of financial freedom Minimizing tax liabilities Developing passive income streams Request a Guest Appearance for Your Podcast Financial Zen welcomes inquiries regarding guest appearances on podcasts. We’re particularly interested in appearing on podcasts centered on financial education, retirement, investing, and similar topics. Get in touch today! FOLLOW US Facebook Youtube Linkedin ©2022 Financial Zen Group, Inc. MENU ABOUT OUR STRATEGY Our Programs VIDEOS CONTENT HUB LINKS Contact us Privacy Policy Client Brochure - adv part 2 CONTACT (415) 792-0345 [email protected] VISIT 600 California St., 11th Floor San Francisco, CA 94108 ClickFunnels™ - Marketing Funnels Made Easy Never Made a Sale Online? The ‘One Comma Club’ Challenge Could Change That! Join FREE! 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About Us - Financial Zen Skip to content About Us About Rick Valenzi Financial Zen Masters Our Strategy Programs Content Hub Blog Videos Contact Media & Speaking Members Only Financial Zen Portal Monday.com Schwab Alliance Mastery Program Foundations Program Google Drive OnePager About Us About Rick Valenzi Financial Zen Masters Our Strategy Programs Content Hub Blog Videos Contact Media & Speaking Members Only Financial Zen Portal Monday.com Schwab Alliance Mastery Program Foundations Program Google Drive OnePager About Financial Zen Money = Freedom At Financial Zen, we don’t believe that money is the root of all evil. Quite the contrary—money is the vehicle you can use to build a better life for yourself and your family. But traditional financial planning firms only work with Baby Boomers, leaving younger generations struggling to figure things out for themselves. They also charge overpriced advisory fees and require ridiculous account minimums. At Financial Zen, we proudly throw open our doors to Gen X and Millennials, even if you don’t have a ton of cash to invest. It’s our mission to set you on the path toward an insanely, ridiculously early retirement so you can pursue your true passion in life. And no, you don’t need to shop at the dollar store in order to achieve it. See Our Programs Meet Rick Valenzi, Your Trusted Guide Hi, there! I’m Rick Valenzi, a CERTIFIED FINANCIAL PLANNER TM Professional, and I want you to retire at least 15 years early. Yes, really. I believe that life is too short to not pursue your passions and do what you love. As a result, I’ve made it my own life’s work to help you get your financial house in order and then continually level up until you can retire insanely, ridiculously early. As the founder of Financial Zen, I’ve done away overpriced advisory fees and account minimums to make our financial planning services as accessible as possible. I look forward to meeting you and helping you achieve your vision of an ideal life. See Rick's Story Sign up for the free Fast Track your retirement 3-day Challenge! Get on the fast track to financial freedom (aka financial zen) start the challenge Become a Financial Zen Master Take Control of Your Life You’ve probably heard the expression “take control of your finances” a lot. It’s important to manage your money wisely, but this only scratches the surface. In actuality, taking control of your money is the same thing as taking control of your life. When money no longer holds you back, you are free to pursue your passion and shape your life the way you want. Join our community of Financial Zen Masters and experience the exhilaration of financial freedom for yourself. See Our Movement Your Pathway Toward an Early Retirement Starts Here Knowing that most financial planning services are geared toward seniors, we’ve designed our Financial Zen programs specifically with younger generations in mind. Every new member begins with our Foundations Program. Here, we’ll dig into the details of getting your finances in order and lay the foundation for an early retirement. Then, you’ll graduate to our Mastery Program — an ongoing program that will continually level you up and includes quarterly appointments with your CFP® Professional and weekly group coaching. And you can even offload the work of managing your money through our automated investment management services. We’ll make sure your money is working as hard as you do. See Our Strategy Your Pathway Toward an Early Retirement Starts Here Financial Zen has been the recipient of numerous professional awards over the years, but what’s more important to us is the satisfaction of our clients. I invite you to browse our clients’ reviews of Financial Zen below and then find out for yourself how we can help you speed your way toward an early retirement. FOLLOW US Facebook Youtube Linkedin ©2022 Financial Zen Group, Inc. MENU ABOUT OUR STRATEGY Our Programs VIDEOS CONTENT HUB LINKS Contact us Privacy Policy Client Brochure - adv part 2 CONTACT (415) 792-0345 [email protected] VISIT 600 California St., 11th Floor San Francisco, CA 94108 Content Hub - Financial Zen Skip to content About Us About Rick Valenzi Financial Zen Masters Our Strategy Programs Content Hub Blog Videos Contact Media & Speaking Members Only Financial Zen Portal Monday.com Schwab Alliance Mastery Program Foundations Program Google Drive OnePager About Us About Rick Valenzi Financial Zen Masters Our Strategy Programs Content Hub Blog Videos Contact Media & Speaking Members Only Financial Zen Portal Monday.com Schwab Alliance Mastery Program Foundations Program Google Drive OnePager Content hub Content Hub Check Out Our Blog! Financial Zen Daily Makes It Quick, Easy And FUN To Raise Your Financial IQ! Click to Start Reading Check Out Our YouTube Channel! Don't forget to subscribe! See Our Videos Connect on Facebook! Stay Up to Date with the Latest Posts from Financial Zen Follow Us Check out our Podcast! Get Financially Fit with the Financial Zen Podcast Coming Soon! Try the 5-Day Fast Track to Financial Freedom Challenge! Find out how you can fast track to freedom! start the challenge FOLLOW US Facebook Youtube Linkedin ©2022 Financial Zen Group, Inc. MENU ABOUT OUR STRATEGY Our Programs VIDEOS CONTENT HUB LINKS Contact us Privacy Policy Client Brochure - adv part 2 CONTACT (415) 792-0345 [email protected] VISIT 600 California St., 11th Floor San Francisco, CA 94108 Videos - Financial Zen Skip to content About Us About Rick Valenzi Financial Zen Masters Our Strategy Programs Content Hub Blog Videos Contact Media & Speaking Members Only Financial Zen Portal Monday.com Schwab Alliance Mastery Program Foundations Program Google Drive OnePager About Us About Rick Valenzi Financial Zen Masters Our Strategy Programs Content Hub Blog Videos Contact Media & Speaking Members Only Financial Zen Portal Monday.com Schwab Alliance Mastery Program Foundations Program Google Drive OnePager VIDEOS Achieve Financial Zen & Pursue Your Passions Rick Valenzi | Financial Zen Join the financial revolution! You don't have to work at a job you "just don't hate" for the next 25 years. The big question is how can you, a super successful, hard charging professional quit your 9 to 5 grind to go pursue your passions while STILL providing for your family. That's the question and I've got the answer! (HINT: It's kinda like the "FIRE Movement", but for grown ups) Welcome to the Financial Zen Channel where I'll help you "educate and elevate" so you can retire within the next 10 years. P.S. I'm not a self-proclaimed "YouTube Financial Guru". I'm an actual Certified Financial Planner with 13 years of experience helping people optimize their money so they can live their best life. And on this channel, I'll share all of that knowledge and experience with you. Load More... Subscribe Try the 5-Day Fast Track to Financial Freedom Challenge! Find out how you can fast track to freedom! start the challenge FOLLOW US Facebook Youtube Linkedin ©2022 Financial Zen Group, Inc. MENU ABOUT OUR STRATEGY Our Programs VIDEOS CONTENT HUB LINKS Contact us Privacy Policy Client Brochure - adv part 2 CONTACT (415) 792-0345 [email protected] VISIT 600 California St., 11th Floor San Francisco, CA 94108 Client Brochure - ADV Part 2 - Financial Zen Skip to content About Us About Rick Valenzi Financial Zen Masters Our Strategy Programs Content Hub Blog Videos Contact Media & Speaking Members Only Financial Zen Portal Monday.com Schwab Alliance Mastery Program Foundations Program Google Drive OnePager About Us About Rick Valenzi Financial Zen Masters Our Strategy Programs Content Hub Blog Videos Contact Media & Speaking Members Only Financial Zen Portal Monday.com Schwab Alliance Mastery Program Foundations Program Google Drive OnePager Client Brochure – ADV Part 2 Client Brochure - adv part 2 The Client Brochure (ADV Part 2) is a document all fee-only, fiduciary financial planners are required to file with the SEC each year. 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Blog - Financial Zen Skip to content About Us About Rick Valenzi Financial Zen Masters Our Strategy Programs Content Hub Blog Videos Contact Media & Speaking Members Only Financial Zen Portal Monday.com Schwab Alliance Mastery Program Foundations Program Google Drive OnePager About Us About Rick Valenzi Financial Zen Masters Our Strategy Programs Content Hub Blog Videos Contact Media & Speaking Members Only Financial Zen Portal Monday.com Schwab Alliance Mastery Program Foundations Program Google Drive OnePager Financial Zen daily Raising Your Financial IQ Doesn't Have To Be Boring. Our Blog Makes It Quick, Easy & Fun! So you’re interested in enrolling in our Foundations Program, but you’d like to learn a bit more about our financial philosophies first. Or perhaps you’re already well on your way toward becoming a Financial Zen Master and – high achiever that you are – you want to learn all that you possibly can about smart money management. Then you’ve come to the right place. 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Our Latest Posts To receive Financial Zen Daily directly to your inbox, sign up below! sign up now Search Search Search by Category College Planning (10) Employee Benefits (25) Estate Planning (15) Financial Zen (120) Insurance (34) Investing (242) Money Mindset (188) Mortgage & Debt (21) Most Popular (9) Real Talk (182) Retirement (70) Self-Development (159) Spending | Saving (84) Taxes (59) Don’t Make This 401(K) Mistake Maxing out your 401(k) in the beginning of the year might not be the best strategy… Let’s say you to front-load your 401(k) contributions and Read More » April 14, 2026 The headlines are scary. The markets are not. If you have been tuning into the news lately, you might think the sky is falling. The talking heads are doing what they do best: Read More » April 2, 2026 Owning Rental Properties… Is it Even Worth it? A top goal we see from our families is the desire to own rental property. The rise of companies like Airbnb and seeing “I retired Read More » April 1, 2026 Why Get a Trust? The Babysitter Analogy Imagine a scenario where you and your spouse are going out for dinner and you hire a babysitter The Grantor (You, the Parents): You are Read More » March 30, 2026 Are You Making This Mistake with Your Old 401(k)? About 1 in 5 U.S. workers have left behind or forgotten 401(k)s, according to a study by Capitalize. https://lnkd.in/gjS8zbtN People are job-hopping at record numbers, Read More » March 27, 2026 The Best Time to Start Planning was Yesterday. The Next Best Time is Now. It hurts when I talk to millennials who feel like they don’t have enough going on to hire a financial advisor, but I feel like Read More » March 25, 2026 « Previous Page 1 Page 2 Page 3 … Page 162 Next » FOLLOW US Facebook Youtube Linkedin ©2022 Financial Zen Group, Inc. MENU ABOUT OUR STRATEGY Our Programs VIDEOS CONTENT HUB LINKS Contact us Privacy Policy Client Brochure - adv part 2 CONTACT (415) 792-0345 [email protected] VISIT 600 California St., 11th Floor San Francisco, CA 94108 Privacy Policy - Financial Zen Skip to content About Us About Rick Valenzi Financial Zen Masters Our Strategy Programs Content Hub Blog Videos Contact Media & Speaking Members Only Financial Zen Portal Monday.com Schwab Alliance Mastery Program Foundations Program Google Drive OnePager About Us About Rick Valenzi Financial Zen Masters Our Strategy Programs Content Hub Blog Videos Contact Media & Speaking Members Only Financial Zen Portal Monday.com Schwab Alliance Mastery Program Foundations Program Google Drive OnePager Privacy Policy DATA PRIVACY If you do become a client, we’ll only use the information you give us for planning purposes. From time to time, we’ll also work with other professionals on your behalf – tax advisors, attorneys, etc – who will also need access to pieces of information. We will always ask you for your authorization before we share anything with these third parties. Please see below for our full privacy policy. Privacy policy The Financial Zen Group, Inc. recognizes that our relationships with current and prospective clients are based on integrity and trust. We work hard to maintain your privacy and to preserve the private nature of our relationship with you. We place the highest value on the information you share with us. The Financial Zen Group, Inc. will not disclose your personal information to anyone unless it is required by law or at your direction. We will not sell your personal information. The Financial Zen Group, Inc. will provide this privacy statement to all clients annually. If we were to change our firm policy, we would be prohibited under the law from doing so without advising you first. We want our clients to understand what information we collect, how we use it, and how we protect your personal information. Why We Collect Your Information We gather information about you so that we can: Help design and implement the investment and planning related services we provide you; and Comply with the Federal and State laws and regulations that govern us. What Information We Collect and Maintain We may collect the following types of “nonpublic personal information” about you: Information from our initial meeting or subsequent consultations about your identity, such as your name, address, social security number, date of birth, and financial information. Information that we generate to service your financial needs. Information that we may receive from third parties with respect to your financial profile. What Information We Disclose We are permitted by law to disclose nonpublic information about you to unaffiliated third parties in certain circumstances. If you wish to opt out of disclosures to non-affiliated third parties please contact us at (415) 792-0345. Otherwise, The Financial Zen Group, Inc. will not disclose any personal information about you or your account(s) unless one of the following conditions is met: We receive your prior written consent; or We have documentation that the recipient is your authorized representative; or We are required by law to disclose information to the recipient. Arrangements with companies or independent contractors not affiliated with The Financial Zen Group, Inc. will be subject to confidentiality agreements. How We Protect Your Personal Information Privacy has always been important to The Financial Zen Group, Inc. We restrict and limit access to client information only to those who need to carry out their business functions. 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