Financial Zen

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  description: "Financial Zen is a fee-only fiduciary financial planning firm in San Francisco founded by Rick Valenzi, a CERTIFIED FINANCIAL PLANNER™ with over 14 years of experience who transitioned from Wall Street and tech sales to help high earners achieve financial independence early. Specializing in tech salespeople and young professionals, they offer proprietary programs (Foundations and Mastery) designed to accelerate the path to financial freedom without sacrificing quality of life. With a 5-star rating from 30 reviews, they serve clients throughout the U.S. and focus on making financial planning engaging and action-oriented.",
  url: "http://www.financialzen.com/",
  telephone: "+1-415-792-0345",
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  areaServed: "San Francisco, CA and nationwide (virtual)",
  knowsAbout: "Tech salespeople looking to retire early, High-earning young professionals tired of the 9-to-5 grind, People who want to achieve financial independence in their 30s or 40s, Clients seeking a financial planner who understands tech industry compensation and culture, Those who value time over money and want a roadmap to freedom",
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