At Financial Zen, we’re not your typical buttoned-up financial firm. We’re a friendly team of CERTIFIED FINANCIAL PLANNER™ professionals with over 14 years of experience who believe money should be fun and empowering.
Our proven approach has helped clients retire earlier, increase their financial confidence, and align their finances with their purpose. We see money as a tool to unlock the life you were meant to live.
With Financial Zen, you'll receive a personalized financial roadmap—complete with clear, actionable steps and a trusted advisor to guide you at every turn. Though based in beautiful San Francisco, we proudly serve clients across the U.S.
