About Financial Zen
Money = Freedom
At Financial Zen, we don’t believe that money is the root of all evil. Quite the contrary—money is the vehicle you can use to build a better life for yourself and your family. But traditional financial planning firms only work with Baby Boomers, leaving younger generations struggling to figure things out for themselves. They also charge overpriced advisory fees and require ridiculous account minimums. At Financial Zen, we proudly throw open our doors to Gen X and Millennials, even if you don’t have a ton of cash to invest. It’s our mission to set you on the path toward an insanely, ridiculously early retirement so you can pursue your true passion in life. And no, you don’t need to shop at the dollar store in order to achieve it.
Meet
Rick Valenzi,
Your Trusted Guide
I believe that life is too short to not pursue your passions and do what you love. As a result, I’ve made it my own life’s work to help you get your financial house in order and then continually level up until you can retire insanely, ridiculously early. As the founder of Financial Zen, I’ve done away overpriced advisory fees and account minimums to make our financial planning services as accessible as possible. I look forward to meeting you and helping you achieve your vision of an ideal life.
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Get on the fast track to financial freedom (aka financial zen)
Become a Financial Zen Master
Take Control of Your Life
You’ve probably heard the expression “take control of your finances” a lot. It’s important to manage your money wisely, but this only scratches the surface. In actuality, taking control of your money is the same thing as taking control of your life. When money no longer holds you back, you are free to pursue your passion and shape your life the way you want.
Join our community of Financial Zen Masters and experience the exhilaration of financial freedom for yourself.
Your Pathway Toward an Early Retirement Starts Here
Knowing that most financial planning services are geared toward seniors, we’ve designed our Financial Zen programs specifically with younger generations in mind. Every new member begins with our Foundations Program. Here, we’ll dig into the details of getting your finances in order and lay the foundation for an early retirement. Then, you’ll graduate to our Mastery Program — an ongoing program that will continually level you up and includes quarterly appointments with your CFP® Professional and weekly group coaching. And you can even offload the work of managing your money through our automated investment management services. We’ll make sure your money is working as hard as you do.
Your Pathway Toward an Early Retirement Starts Here
Financial Zen has been the recipient of numerous professional awards over the years, but what’s more important to us is the satisfaction of our clients. I invite you to browse our clients’ reviews of Financial Zen below and then find out for yourself how we can help you speed your way toward an early retirement.
