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The Financial Zen Group, Inc.

EST. AUM
$167,610,372

CONTACTS

CLIENT ACCOUNTS
609

Firm Details

Metro area San Francisco
CRD Number 282230
Website financialzen.com
Client types

Overview

The Financial Zen Group, Inc., doing business as Financial Zen, is a registered investment adviser that provides comprehensive financial planning, retirement planning, investment management, tax planning, insurance planning, estate planning, and employee benefits consulting. The firm specializes in helping younger professionals and entrepreneurs pursue financial independence through structured planning programs, ongoing coaching, and discretionary investment management. Its approach combines fiduciary advice, behavioral coaching, and technology-enabled portfolio management to help clients achieve long-term financial freedom.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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