AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
AB

Amanda G. Bearden

FINANCIAL ZEN
San Francisco, CA 94108
Some features on this profile are disabled
CRD#: 7708372
AB

Professional summary

Amanda Grace Bearden is a registered financial advisor currently at FINANCIAL ZEN located in San Francisco, California.

Amanda is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Amanda has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Amanda Grace Bearden's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

January 28, 2026 - Present

FINANCIAL ZEN

Office #1: 600 California Street 11th Floor, San Francisco, CA 94108
RIA
CRD#: 282230
San Francisco, CA
Past

June 5, 2023 - October 21, 2025

CWM, LLC

RIA
CRD#: 155344
Cupertino, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(1/28/2026)
IAR
Texas
(1/28/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/26/2023
Uniform Investment Adviser Law Examination

Current Firm

FINANCIAL ZEN
FINANCIAL ZEN
FINANCIAL ZEN | VALENZI, RICHARD DAVID | THE FINANCIAL ZEN GROUP, INC. | THE FINANCIAL ZEN GROUP | RICHARD DAVID VALENZI

CRD#: 282230 / SEC#:

California
Registered Investment Advisory firm - (4/29/2016 Approved)
Texas
Registered Investment Advisory firm - (6/30/2016 Conditional Restricted)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
600 California Street 11th Floor, San Francisco, CA 94108
Mailing Address
Phone number
(415) 792-0345
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts440
AUM (Assets Under Management)$ 93,692,928

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

FINANCIAL ZEN

FINANCIAL ZEN

CRD#: 282230San Francisco, CA 94108

TRUST BUT VERIFY

Monitor Amanda Bearden

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

AG
Adam GreenAdvisorCheck Check Mark
J.P. MORGAN SECURITIES LLC
IAR
RR
SAN MATEO, CA
MS
Maximilian SoaresAdvisorCheck Check Mark
CHARLES SCHWAB & CO., INC.
RR
Upland, CA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.