Financial Advisor in Dana Point, CA

When can I retire?

This is the number one question we are asked when people walk into our office. Many people feel uncertain about their retirement and are afraid that they won’t be able to achieve their retirement goals. Financial and retirement planning can feel overwhelming.

There are so many questions to answer:

How much money do I need to save for retirement?
Where should I invest my money?
Will I be able to have fun and follow my retirement dreams?
How will I manage my finances once I'm no longer working?

Get Financial Guidance From Advisors Who Understand

Zuk Financial offers a suite of financial services to help you manage your money and plan for the retirement you’ve always wanted.

Pamela Zedick, CFP®, has over 35 years of experience working in financial planning and management. Starting her career in the corporate planning section, she transitioned into personal financial planning, helping individuals create strategies that foster financial growth so they can retire on their own terms.

Working closely with all sorts of professionals, Pam specializes in helping educators and professional women build strong financial plans. Her solution-focused collaborative approach helps you gain the clarity needed to pursue your goals and retirement on your terms.

Pamela and her team specialize in:

Financial and retirement planning
Financial management during retirement
Investment planning and portfolio management
STRS and PERS pension income maximization strategies

Our Process

Gain Financial Clarity

Identify Your
Goals

Meet with us to identify your financial goals and retirement aspirations. We will help you gain a clearer vision of what you want when it comes to your financial future. This meeting will help us build a rapport and establish clear lines of communication to move forward in your financial planning.

Assess Your
Situation

Once you're clear on what you want to achieve financially and for retirement, we will assess your current financial situation. We will take an account of your assets and liabilities while also looking at timelines for paying down debts and accruing the assets needed to fulfill your financial objectives.

Devise a
Plan

Following the assessment, you'll get recommended strategies tailored to your unique investment, financial and retirement goals. This plan will combine financial and retirement planning with risk management and tax planning strategies aimed at providing the tools and products for your financial future.

Implement, Monitor, Adjust if Needed

We meet with clients at least once a year to review the plan, monitor progress and make any necessary adjustments. Savvy financial planning and management require guidance and advice. We give you an objective, experienced viewpoint that will help you build a strong financial foundation to help ensure a great retirement.

Pursue Your Financial Goals

Enjoy the benefits of sage financial strategizing and retirement planning. Enjoy better financial security and the freedom to live life on your terms, even when and if you choose to stop working. We are focused on your success. Find out how Zuk Financial can help you pursue your goals.

Who We Serve

We Work With Fantastic Clients

Women Investors

We work with driven, self-directed, professional women who are focused on building a strong financial framework for achieving their personal...

Educators

Having worked with teachers for over two decades, we have an in-depth knowledge of the State Teachers Retirement System (STRS)...

Near Retirement

Nearing retirement can be exciting but it can also be nerve-wracking, especially if you don’t have the guidance to implement...

Retirees

Living in retirement is great! But it’s not without its challenges. We work with retirees to ensure that they are...

Book a Consultation

Our Services

Ready to get your financial plan in motion?

Tax Planning

We offer guidance for developing tax planning strategies aimed at helping you keep more of what you earn.

Financial Planning

We help you establish a game plan for your financial future. And we offer clear guidance…

Retirement Planning

Create a clear strategy to pursue your retirement goals, and to live your retirement years in the…

Welcome to
Zuk Financial Group

Work with Pamela Zedick

Pam helps clients turn their dreams into realities by helping them develop a thoughtful plan and giving them guidance to ensure that they follow the plan.

As a Certified Financial Planner ® with over 15 year of personal financial planning experience, Pam understands the challenges people face when it comes to managing their financials and preparing for retirement.

There are so many questions to answer: