Zuk Financial Group offers comprehensive services based on client-specific objectives. Whether you are a veteran of our success together or starting to manage your portfolio, we help you prepare for the certainty of uncertainty. Together our team will assist you in making tangible and measurable progress towards achieving your personal and financial goals.
Zuk Financial Group is dedicated to establishing and maintaining relationships based on trust, confidence, and working towards financial independence. Our team will work with you towards the financial freedom you deserve. We are committed to serving your best interests. Whatever your goals and objectives are we provide a range of services to help bring your financial well-being into focus.
Ercilia Donnelly provides a simple, clear and focused approach to financial planning and goal setting. She holds a Doctorate Degree in Organizational Leadership. Her doctoral dissertation "California School Teachers: Retirement and Financial Satisfaction" is a study of the factors leading to the ability to retire early (55 years) with adequate resources. She earned her B.A. from University of California at Santa Cruz and her Master of Arts degree from San Jose State University.
Ercilia holds licenses for FINRA Series 6, Series 7, and Series 63 with LPL Financial; and FINRA Series 66 with Valley Wealth Strategies; Long Term Care; and Life Insurance. She also holds a Behavioral Finance Advisor (BFA) designation. Ercilia is frequently invited to present at seminars for a variety of businesses, professional organizations, and public entities.
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Founded in 1974, Zuk Financial Group consists of a dedicated group of professionals who believe in collaborative partnerships designed for the long term. We specialize in retirement needs of educational, non-profit, and professional communities. At Zuk Financial Group we put your interests first, and provide strategies focused on your specific financial objectives. Together we help you align your values with your financial planning decisions.
Ercilia's Monthly Economic Update includes a broad spectrum of global and domestic news, as well as financial facts and information.
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Ercilia Donnelly is an LPL Financial affiliated advisor. LPL advisors are free from outside influence to push particular investment products or advice. LPL Research’s experienced analysts, strategists, and investment specialists keep a pulse on global and US markets and economic trends so they can deliver research, market perspectives, asset allocation advice, and more.