FZ
Financial Zen
Your personal CFO for modern financial clarity and peace of mind.
5(5 reviews)
$$$
Business
financial-advising
financial-advisor
Personalized strategies covering cash flow, investments, retirement, and goal-setting for modern financial health.
A structured six-month program with modules, videos, workbooks, and dashboards to streamline and organize your finances.
Thorough review of tax returns and insurance policies to optimize coverage and minimize liabilities.
Collaboration with estate lawyers to create or update wills, trusts, and legacy plans.
Bespoke advice and support for solopreneurs and business ventures, integrating personal and business finances.
Connections to high-caliber tax planners, insurance experts, and other professionals for seamless financial management.
Your personal CFO for modern financial clarity and peace of mind.
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Financial Zen is a premier financial advisory firm in San Francisco, offering personalized, holistic financial planning for individuals, couples, and entrepreneurs. Led by Rick and his dedicated team, we specialize in transforming disorganized finances into streamlined, confident strategies. Our approach goes beyond traditional retirement planning, integrating cash flow management, tax review, insurance audits, estate planning, and business venture support. With a focus on exceptional client experience, we provide structured programs, responsive guidance, and access to a top-notch network of professionals to help you achieve financial zen and long-term success.
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!
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
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!
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.
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!
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