Get On The Fast Track To Financial Independence

attn: Tech Salespeople!
We'll help you achieve financial independence faster than you ever thought possible (without giving up vacations or dinners out). Just imagine living life & working (or NOT working) on your terms!

level up your financial iq with FINANCIAL ZEN DAILY!

Get daily, bite-sized ideas on money mindset, easy financial hacks, smart investing strategies and self-development tips!

It's Not Financial Planning, It's FINANCIAL ZEN!

Yes, we’re fiduciary, independent, fee-only financial planners. But calling us “financial planners” is like calling the Grand Canyon a “hole in the ground”. We do much more than just get your financial house in order. Our proprietary programs will collapse time and get you to your ultimate goal – freedom from your paycheck – as quickly as possible.

Foundations Program

Our 6-month onboarding program will get your financial house in perfect working order. (We'll even clean out your garage for you!)

Mastery Program

Ascend through the 5 levels of Financial Zen which ends at financial independence. You'll look forward to our monthly meetings and having a trusted confidant to by your side to help with all of your financial decisions, big and small.

Investment Management

Add on our automated investment services which includes strategic rebalancing & opportunistic tax loss harvesting to make sure your money is working as hard as you do. (100% optional)

Our Members' Average Age

Average Years to Financial Zen

Avg. Projected Financial Zen Age

Why Financial Zen?

You won’t find any stuffed shirts here. We’re a team of CERTIFIED FINANCIAL PLANNERTM Professionals with over 14 years of experience, who make money fun! Our tried and true approach has helped our members retire earlier than they ever thought possible, while boosting their financial IQ in the process. We believe money is a tool that can unlock your true purpose in life. With Financial Zen, you’ll get a roadmap with clear, actionable directions and a trusted advisor at your side through every turn. Although we’re located in beautiful San Francisco, we’re pleased to work with members throughout the U.S.

Our Founder, Rick Valenzi, Isn’t Afraid to Challenge Tradition

“Even for high achievers, the 9 to 5 can be soul-crushing at times – especially when you’re staring down 30 to 40 years of it. I believe in helping our members achieve financial indpendence so early that they’ll have 40, 50 or even 60 years of freedom to pursue their life’s true purpose.”

I was just like you. After pivoting from Wall Street, I spent 5 years in tech sales. When office politics became too much to handle, I decided I was done with the grind. I then got back into finance, founding Financial Zen for the purpose of helping others pursue their purpose in life. And since most financial planners work exclusively with people like our parents (leaving us with nowhere to turn), I focused on helping people who hadn’t saved their millions yet. Now, people like you and me come to Financial Zen for straight-shooting financial guidance that ultimately grants you freedom from the rat race.

Join the Financial Zen Movement

and Kiss Your 9-5 Goodbye!

The Financial Zen movement is all about knowing what truly matters in life—time. Time to enjoy the company of your loved ones, time to pursue your true passions, and time to get the most out of life—that’s what really matters. It might seem odd for a financial planning firm to say this, but time is far more valuable than money. Unfortunately, you need money in order to have time. Join our movement, become a Financial Zen Master, and get what you need to achieve financial freedom (aka Financial Zen) decades earlier than everyone else. Are you with us?