Saadia Ahmed, financial advisor Campbell CA

Saadia Ahmed

CRD Number: 3008616
Current Firm: Kaizen Financial Strategies, LLC

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. Saadia Ahmed has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Kaizen Financial Strategies, LLC Campbell, CA Nov 2018 - Current 5
Waddell & Reed, Inc. Campbell, CA Apr 2006 - Nov 2018 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1998
S66 NASAA Uniform Combined State Law Examination Apr 2006
Contact Info for Saadia S. Ahmed
Phone Number: (408) 819-9010
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    183
    MILLIONS
  • 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

CA, TX, WA

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