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Paula L. Key, Ph. D, CFP® Thumbnail

Paula L. Key, Ph. D, CFP®

Lake Forest Napa

Northern California

Contact:

Phone Number:  (510) 547-8900
Email Address: pkey@zukfinancial.com

Address:

700 Franklin Street
Napa, CA 94559 United States

Southern California

Contact:

Phone Number:  (510) 547-8900
Email Address: pkey@zukfinancial.com

Address:

22936 El Toro Road
Lake Forest, CA 92630 United States


Paula Key, President of Zuk Financial Group, co-founded the company with Cory L. Zuk to help employees of public schools and non-profit organizations reach their financial goals. Paula earned her Doctorate in Curriculum Development from USC, and became one of the youngest principals in the State of California. After founding Zuk Financial Group, Paula earned her CFP® designation and has continued to assist thousands of professionals with their retirement planning. She is a Registered Representative with LPL Financial, a well-respected Broker-Dealer.

With more than 35 years experience in the financial services industry, Paula is an experienced advisor in the area of financial consulting, retirement planning, wealth preservation, tax and estate planning. Paula has created an environment of sharing and learning throughout the organization while respecting the independence of the Zuk Advisors. She has assembled a select team of financial services professionals to support the needs, goals and aspirations of financial advisors.

CA Insurance Lic. #0612066

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Valley Wealth Strategies, a registered investment advisor. Valley Wealth Strategies and Zuk Financial Group are separate entities from LPL Financial.

Get important facts about an investment professional's background at LPL Financial.

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