CZ
Cathy Y. Zhang
EASY SUNDAY FINANCIAL PLANNING
SAN GABRIEL, CA
CRD#: 8234346
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CZ
Cathy Y ZhangEASY SUNDAY FINANCIAL PLANNING
Professional summary
Cathy Y Zhang is a registered financial advisor currently at EASY SUNDAY FINANCIAL PLANNING located in San Gabriel, California.
Cathy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Cathy has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Always Fiduciary
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.
CRS (Client Relationship Summary) - RIA
Click below to view Cathy Y Zhang'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®
NoneExperience
Current
May 8, 2026 - Present
EASY SUNDAY FINANCIAL PLANNING
RIA
CRD#: 341242
SAN GABRIEL, 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(5/8/2026)
Current Firm
ES
EASY SUNDAY FINANCIAL PLANNING
EASY SUNDAY FINANCIAL PLANNING | EASY SUNDAY FINANCIAL PLANNING LLC
CRD#: 341242 / SEC#:
California
Registered Investment Advisory firm - (5/8/2026 Approved)Loading...
Contact information
Main Address
San Gabriel, CA
Mailing Address
Phone number
(626) 274-5759
Established
Firm type
Fiscal year end
# of Employees
1
0
Red Flags
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