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Daniel Raymond

President, CEO & Investment Advisor Representative

Zuk Financial Group

United States, California, Dana Point

About Me

Dan Raymond is a Managing Principal for Zuk Financial Group and leads the firms Group Benefits and Retirement Plan Markets division. The firm currently supports more than 600 retirement plans across multiple markets to include for profit, not for profit and governmental entities. Mr. Raymond consults regularly with clients, labor unions and plan sponsors on a variety of health and welfare, voluntary benefits and retirement plan related topics to help manage risks, improve design, reduce costs and increase participation. With more than 20 years of professional and industry experience he has held critical roles with retirement plan industry leaders such as ING and MassMutual. Mr. Raymond ha

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Profile Information

President, CEO & Investment Advisor Representative

Zuk Financial Group

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Dana Point

California

United States

Jan 12, 2025

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