Financial Zen

Name: Financial Zen
Address: 600 California Street, San Francisco, CA, 94108, US
Telephone: (415) 792-0345
Price range: $$$
Rating: 5

Financial Zen: Your personal CFO for clear, confident finances.

5(5 reviews)

financial-advising

$$$

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About

Financial Zen, at 600 California St, San Francisco, offers a high-touch finance program led by Rick. Clients praise responsiveness, a six-month onboarding that streamlines cash flow, audits insurance, reviews tax returns, and coordinates with an estate lawyer. The program features a Monday dashboard, weekly modules, and tailored guidance for goals like solopreneur ventures.

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Location

600 California St, San Francisco, CA 94108, USA

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Information

600 California Street

San Francisco, CA, 94108

(415) 792-0345 www.financialzen.com/

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Services

Comprehensive Financial Planning

Personalized strategies covering cash flow, investments, retirement, and goal-setting for modern financial health.

Onboarding Program

A structured six-month program with modules, videos, workbooks, and dashboards to streamline and organize your finances.

Tax and Insurance Audit

Thorough review of tax returns and insurance policies to optimize coverage and minimize liabilities.

Estate Planning Support

Collaboration with estate lawyers to create or update wills, trusts, and legacy plans.

Entrepreneurial Financial Guidance

Bespoke advice and support for solopreneurs and business ventures, integrating personal and business finances.

Network Access

Connections to high-caliber tax planners, insurance experts, and other professionals for seamless financial management.

5.00 · 5 reviews

Overall rating

darci smith

via Google

· 1 year ago

I've had a great experience working alongside Rick and his team. They are always responsive and it's been a pleasure to partner with Rick and Financial Zen!

Brielle Nickoloff

via Google

· 1 year ago

Rick’s team exceeds expectations on every front. Their setup is so intentional, from the onboarding down to the personalization of my (niche) goals. If you need a financial advisor who isn’t going to think about retirement the old dusty boomer way, hire Rick. Not only that, hut his network of tax planners, insurance people, etc is absolutely top notch and takes so much extra work off my plate to find high caliber people to support in these areas

Jessica Schwartz

via Google

· 1 year ago

Working with Rick's team at Financial Zen has far exceeded my expectations in every way! Before selecting Rick, I talked with 10+ financial advisors, and no one came close to the quality and value he offers. I just finished Financial Zen's six-month onboarding program, in which Rick and his team helped me transform my finances from sorta disorganized to 100% streamlined. As an operations and UX professional, I am a harsh judge of customer experience, but I have only effusively positive things to say about Rick's approach to working with clients. He visibly cares about creating a top-quality, high-ROI client experience — and it shows in every aspect of his work. In the time I've worked with Rick, he's also been building out his team and has ensured that every member of Financial Zen delivers the same level of excellence. Beyond getting clear on my cash flow and streamlining my financial accounts, Rick's program includes tasks that other advisors considered out of scope (or would charge extra for), like auditing my insurance, reviewing tax returns, and jointly working with an estate lawyer. He has thoroughly and thoughtfully designed every aspect of his program, like having comprehensive to-dos managed through a Monday dashboard, plus weekly modules complete with helpful videos and a workbook. In addition to the program's standard curriculum, Rick has enthusiastically worked with me to address bespoke topics and to-do's for embarking on creating a solopreneur business. To me, this is the ultimate testament to Rick's commitment to helping people with all aspects of their financial health. Other advisors had zero interest in helping me with my new venture because it fell outside of their usual offerings, whereas Rick was super pumped about the opportunity. His expertise, support, and excitement surpass anything I could have hoped for. This brings me to my last point: Rick and his team are a joy to work with. He's passionate about helping people through his business, and his enthusiasm is infectious. Rick clearly believes that helping people attain financial zen is the work he's meant to be doing, and it shows. I am grateful to Rick and his entire team at Financial Zen for being my personal CFO, and I wholeheartedly recommend them!

Ning Yan

via Google

· 2 years ago

Rick's Financial Zen program is the best one out there if you want your financial house in order! My fiancé and I went through the foundation program and really acquired the confidence for our future with Rick's help. He's been so responsive and engaging throughout the process, introduced us to his resourceful network and setting us up for success. We really like his energy right off the bat and we are happy Financial Zen members that will stick around.

Chris Rice

via Google

· 3 years ago

Rick is easily the best financial planner/advisor/guru you can work with. In my first month working with Rick, I did more for my personal finances than I had done... ever. Not only does he have the knowledge, but the skills and personality to teach you (and get it to stick) the things to make you the zen master of your own financial journey. I can't thank Rick enough for helping us make sense of our ever changing financial opportunities and I highly recommend him to anyone looking to get more control and peace of mind over where they are going financially!

Tony Quach & Co. CPA provides accounting, tax, and consulting services in San Francisco (1 Hallidie Plaza, Suite 403). The firm earns praise for responsive, thorough tax preparation and clear explanations, with experienced help for LLCs, S-corps, and corporate tax filings. Clients note reasonable pricing and attentive service, while one review highlights communication and billing concerns. The firm emphasizes careful attention to detail and reliable financial guidance.

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Jessica Schwartz

via Google

· 1 year ago