Advisor Spotlight: Rick Valenzi

Founder and Certified Financial Planner at Financial Zen

Rick Valenzi talks to Sora, about his experience helping younger clients secure their financial future, or rather reach financial zen, through a high-touch, comprehensive planning and personalized investing model.

Key Topics:

+Financial Zen origins, “younger” clients, and differentiated approach
+Current focus areas with clients
+The importance of managing debt for comprehensive planning
+Three main benefits of working with a financial advisor


Watch and listen to the full segment to learn more!

Contact Rick Valenzi to learn more about his highly regarded planning services and set up an introductory call here.