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Barbara Gruenwald

Financial Advisor

Zuk Financial Group

United States, California, Dana Point

About Me

Barbara Gruenwald, a Financial Advisor with Zuk Financial Group, is located in Napa, California. A Registered Representative for LPL Financial, Barbara holds FINRA Series 7 with LPL Financial and 66 registrations. She is also licensed with the California Department of Insurance for Life, Disability, Health, Long Term Care, and Fixed & Variable Annuities. Through her financial planning practice, Barbara represents a complete spectrum of mutual fund families, stocks, bonds, annuities and life insurance related programs. Her thorough preparation, keen insight and integrity-based advice build trust and long-lasting relationships. Barbara utilizes her experience to educate her clients on s

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Profile Information

Financial Advisor

Zuk Financial Group

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Dana Point

California

United States

Jun 24, 2024

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