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


Daniel Raymond
President, CEO & Investment Advisor Representative
Zuk Financial Group
United States, California, Dana Point
About Me
Profile Information
President, CEO & Investment Advisor Representative
Zuk Financial Group
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Dana Point
California
United States
Sep 29, 2025
Work Experience
Zuk Financial Group
President, CEO & Investment Advisor Representative Present
Email: draymond@zukfinancial.com
More profiles to browse
Ahamad Manohorathat
Registered Representative
BW
Broc Wavra
Financial Advisor
SM
Steve Munoz
Financial Advisor
Joshua Schefers
Financial Advisor
You Might Like
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners
RD
Russ Degitz
Principal
Huntington University
TP
Thomas Parkhurst
Chief Compliance Officer
Altravue