Phone Number: (510) 547-8900
Email Address: firstname.lastname@example.org
700 Franklin Street
Napa, CA 94559 United States
Barbara Gruenwald, a Financial Advisor with Zuk Financial Group, is located in Napa, California. A Registered Representative for LPL Financial, Barbara holds FINRA Series 7 with LPL Financial and 66 registrations. She is also licensed with the California Department of Insurance for Life, Disability, Health, Long Term Care, and Fixed & Variable Annuities. Through her financial planning practice, Barbara represents a complete spectrum of mutual fund families, stocks, bonds, annuities and life insurance related programs.
Her thorough preparation, keen insight and integrity-based advice build trust and long-lasting relationships. Barbara utilizes her experience to educate her clients on strategies designed to work toward building financial security. She thoroughly enjoys her role in assisting her clients in analyzing all the information necessary to develop a personalized financial plan.
A specialist in retirement planning, Barbara is frequently invited to present educational seminars for schools, colleges, and education professional organizations. Barbara has developed extensive knowledge in the Public Employee Retirement System (PERS) and the State Teacher Retirement System (STRS). She also does seminars on investment and retirement planning for small businesses and non-profit organizations. Barbara has earned a reputation for explaining difficult subjects in a style that is easily understood.
Barbara’s diverse background includes classroom experience in Bay area school districts, as well as the corporate world. In her off-hours Barbara enjoys her family and cheering on little-league baseball games.
CA Insurance Lic. #0822472
Securities offered through LPL Financial, Member FINRA/SIPC Zuk Financial Group and LPL are separate and unrelated companies.
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