Financial Zen
Business details
- Category
- Financial Services · Financial planner, Financial consultant, Investment service
- Address
- 600 California St, San Francisco, CA 94108
- Phone
- (415) 792-0345
- Website
- financialzen.com
- Neighborhood
- Chinatown
- County
- San Francisco County
Hours
- Monday: 9 AM–6 PM
- Tuesday: 9 AM–6 PM
- Wednesday: 9 AM–6 PM
- Thursday: 9 AM–6 PM
- Friday: 9 AM–6 PM
- Saturday: Closed
- Sunday: Closed
About
For financial planning and investment guidance in Chinatown, Financial Zen is here to help. We work with individuals, families and business owners across San Francisco and the wider Bay Area, including those juggling multiple income streams, taxes and long-term goals.
Our services cover organizing your finances, planning for college and retirement, and building an investment strategy that fits your circumstances. We begin with a structured onboarding process that helps you move from scattered finances to a clear, streamlined system.
Clients tell us they value how thorough, responsive and patient we are, and how we take time to explain things in plain language so you understand each decision. We listen carefully, share options rather than pressure, and give you practical online tools to track your progress.
Our aim is to give you confidence and peace of mind about where your money is headed.
Book through our website.
Our services cover organizing your finances, planning for college and retirement, and building an investment strategy that fits your circumstances. We begin with a structured onboarding process that helps you move from scattered finances to a clear, streamlined system.
Clients tell us they value how thorough, responsive and patient we are, and how we take time to explain things in plain language so you understand each decision. We listen carefully, share options rather than pressure, and give you practical online tools to track your progress.
Our aim is to give you confidence and peace of mind about where your money is headed.
Book through our website.