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SZC Financial
Do you view money as a goal or a means?
At SZC Financial 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
A huge thank you to everyone who joined us for the 4th Annual John Shober Memorial Golf Tournament on September 15, 2025, at Blue Mash Golf Course! 
Your support, sponsorships, and donations helped make this year’s event a great success benefiting the Shady Grove Adventist Aquilino Cancer Center. Check out the photos from our amazing day of golf at the link below! 
