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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

We would like to extend our heartfelt thanks to every one of you for your incredible support during our recent Golf Tournament event held at Blue Mash.

Your generosity and participation made it a resounding success, and we are deeply grateful for the positive impact you’ve had for the John Shober Memorial Golf tournament supporting Shady Grove Adventist Aquilino Cancer Center. Your commitment to our cause means the world to us and the community we serve.

We are excited to announce that our 2025 golf tournament is scheduled for September 15, 2025, so please mark your calendars! We look forward to seeing you again next year as we continue to make a difference together.

Here’s the link to the golf tournament video.   

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.

We are pleased to be in partnership with Mid-Atlantic Federal Credit Union