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Rick Valenzi, cfp®
CEO & Founder

Rick has dedicated his life to helping others. Early in his career, he discovered personal success was not enough. He needed to make the world a better place and positively impact other's lives.  

Combining is love for people and love of finance, Rick started his financial planning practice in 2008. He began his financial services career in 1998 in New York after graduating with a finance degree from the University of Texas at Austin. After 10 years in New York, he moved to San Francisco in 2008 and currently resides in the Marina District.   

When he's not helping others, he’s travelling, reading (and then reading some more), strumming his guitar, hitting the gym or golfing. (And depending on the time of year, also watching the Warriors, Giants, Steelers, Penguins or Longhorns.)


Taylor Weirtz
Member Service Associate

Taylor discovered her love for personal finance and helping others early on.

She began working in the financial services industry in 2018 after graduating with a Bachelor of Business Administration in International Business from the University of Akron. She had experience in working with over fifteen CPAs and CFPs before working exclusively with The Financial Zen Group.

When she's not busy being Rick’s right-hand woman, she’s traveling, running, golfing, and cheering on her native Cleveland sports teams.