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Richard David Valenzi

Owner, Chief Compliance OfficerThe Financial Zen Group, Inc.CRD 3081032

About Richard David Valenzi

Richard David Valenzi is listed as Owner, Chief Compliance Officer at The Financial Zen Group, Inc. in San Francisco, CA. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of The Financial Zen Group, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Richard David Valenzi work?

Richard David Valenzi is listed as Owner, Chief Compliance Officer at The Financial Zen Group, Inc. on SEC Form ADV.

How much of The Financial Zen Group, Inc. does Richard David Valenzi own?

Form ADV reports a beneficial ownership band of Over 75%.

The Financial Zen Group, Inc.

TitleOwner, Chief Compliance Officer
OwnershipOver 75%
Control personYes
Since2016
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