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Joshua C. Schefers, CFP®

Zuk Financial Group NPC

2410 Camino Ramon
Ste 145
San Ramon, CA 94583
Phone: (925) 830-5025
Fax: (925) 830-5026

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Household Income Minimum: $0
Investable Asset Minimum: $100,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • Charitable & Planned Giving
  • Annuities
  • Asset Allocation
  • Business Taxes
  • Estate Planning
  • Investment Management
  • Mutual Funds
  • Insurance
  • Retirement
  • Life Planning
  • Succession Planning
  • Long-term Care
  • Medical & Health Issues

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.