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SZC Financial
Do you view money as a goal or a means?
At SZC Financial we recognize we recognize that your money is a reflection of your deeply-held philosophies. As fiduciary financial advisors we help our clients articulate their personal goals, remove the drags of financial inefficiency, and maximize all their financial resources – meaning, we help get you to your goals as quickly as possible.
News
Welcome
Daniel Avnaim
SZC Financial are delighted to announce the addition of a Financial Management Associate position to our team. Please join us in welcoming Daniel Avnaim to our team.
Daniel brings a fresh perspective and a strong academic background in finance. With a passion for delivering exceptional support along with his academic background, Daniel is poised to contribute significantly to our mission of providing top-tier financial advisory services.
A recent graduate of San Diego State University, Daniel earned a bachelor’s degree in finance and has already accumulated two years of valuable financial management experience in the nonprofit sector.
His dedication to financial excellence and commitment to helping our clients achieve their Financial goals make Daniel a valuable addition to our team.
The John Shober Memorial Golf Tournament to benefit the Shady Grove Adventist Aquilino Cancer Center
Join us for a day of fun on the greens at our upcoming golf tournament on September 16th at Blue Mash Golf Course. Whether you’re a seasoned pro or just starting out, this event promises to be enjoyable for all skill levels. Registration is now open and spots are filling up quickly. Sign up today using the following link https://birdease.com/27325 to learn more about the day’s events and secure your spot and be part of this exciting event.
To make donating easier, we have included a QR Code that you can scan with your smartphone to be directed to our tournament webpage where you can make a donation to the tournament. All net proceeds go directly to The Shady Grove Adventist Aquillino Cancer Center. Every donation, no matter the size, makes a significant impact.
