Kaizen Financial Strategies, LLC

Kaizen Financial Strategies, LLC (CRD# 298248) is a financial advisory firm headquartered in Campbell, CA. They manage $182,673,115 in 651 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
2105 South Bascom Ave, Suite 295, Campbell, CA 95008
https://www.linkedin.com/in/john-stachnick-2b9164178
By the Numbers
  • Total Assets Under Management
    183
    MILLION
  • Total Number of Accounts
    651
    ACCOUNTS
  • Average Account Value
    $280,604
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX, WA

Financial Advisors at Kaizen Financial Strategies, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Iftikhar Ahmed, financial advisor Campbell CA
Iftikhar M. Ahmed
CRD#: 6270480
2105 South Bascom Ave, Suite 295, Campbell, CA 95008

Iftikhar Ahmed (CRD# 6270480) is an Investment Advisor Representative working at Kaizen Financial Strategies, LLC in Campbell, CA and has over 10 years of experience in the finance industry.

2
Saadia Ahmed, financial advisor Campbell CA
Saadia S. Ahmed
CRD#: 3008616
2105 South Bascom Ave, Suite 295, Campbell, CA 95008

Saadia Ahmed (CRD# 3008616) is an Investment Advisor Representative working at Kaizen Financial Strategies, LLC in Campbell, CA and has over 26 years of experience in the finance industry.

3
Saul Greene, financial advisor Campbell CA
Saul R. Greene
CRD#: 4453934
2105 South Bascom Ave, Suite 295, Campbell, CA 95008

Saul Greene (CRD# 4453934) is an Investment Advisor Representative working at Kaizen Financial Strategies, LLC in Campbell, CA and has over 22 years of experience in the finance industry.

4
John Stachnick, financial advisor Campbell CA
John A. Stachnick
CRD#: 4881131
2105 South Bascom Ave, Suite 295, Campbell, CA 95008

John Stachnick (CRD# 4881131) is an Investment Advisor Representative working at Kaizen Financial Strategies, LLC in Campbell, CA and has over 19 years of experience in the finance industry.

5
Zaineb Sohail, financial advisor Campbell CA
Zaineb S. Sohail
CRD#: 7277093
2105 South Bascom Ave, Suite 295, Campbell, CA 95008

Zaineb Sohail (CRD# 7277093) is an Investment Advisor Representative working at Kaizen Financial Strategies, LLC in Campbell, CA and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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