A complete list of active advisors currently associated with FinZ Advisors, LLC

Warmer can help you find a great advisor at FinZ Advisors, LLC or one who fits your needs even better.

FinZ Advisors, LLC provides discretionary and non-discretionary portfolio management, comprehensive, project-based, and hourly financial planning, and employee benefit plan services. The firm serves individuals (including high-net-worth clients), pension and profit-sharing plans, retirement plans, and businesses. The firm tailors asset allocations to each client’s goals and risk tolerance and generally implements passive, Modern Portfolio Theory–based portfolios built from index mutual funds and ETFs, with periodic rebalancing and ongoing account monitoring. It offers both discretionary authority and non-discretionary advice, and delivers planning work and written reports that cover cash flow, retirement, estate, tax, insurance, and other topics relevant to clients’ objectives. Distinctive features include affiliated insurance activities — the principal operates an affiliated insurance business and is licensed to sell life and health insurance, with commissions payable for product sales — and the firm’s stated practice of providing pension consulting and participant education to employer-sponsored plans. The firm also offers group educational seminars or workshops (often at no cost to attendees), was founded in July 2024, and reported zero assets under management and no advisory clients as of December 31, 2025.

To learn more about the advisors currently working at FinZ Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Kenny Jung	Los Angeles, CA	1

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