Kaizen Financial Strategies, LLC

John Stachnick is a financial advisor at Kaizen Financial Strategies, LLC with 21 years of industry experience. He holds a Series 66 designation and has worked at Kaizen since 2018, following 13 years at Waddell & Reed, Inc. Outside of advisory work, he has been involved with Savannah Chanelle Vineyards and is also licensed as an insurance agent. Kaizen Financial Strategies serves individuals, high-net-worth clients, entrepreneurs, small business owners, and nonprofit organizations. The firm offers financial planning, retirement plan consulting, and portfolio management through a wrap-fee program that utilizes fundamental, technical, sector, and qualitative analysis alongside active investment strategies, including derivatives and borrowing.

Saadia Ahmed is a CFP® professional with 21 years of industry experience, currently serving at Kaizen Financial Strategies, LLC since 2018. Prior to this, she worked at Waddell & Reed, Inc. for 12 years. Outside of her advisory work, she is the president of the Silicon Valley Lajna, a faith-based community ladies group within the Ahmadiyya Muslim Community in Silicon Valley. Kaizen Financial Strategies advises individuals, high-net-worth clients, entrepreneurs, small business owners, and nonprofit organizations, offering financial planning, retirement plan consulting, and portfolio management through its wrap-fee program. The firm employs a combination of fundamental, technical, sector, and qualitative analysis, utilizing derivatives and borrowing strategies as part of its discretionary management approach.

Zaineb Sohail is a financial advisor at Kaizen Financial Strategies, LLC with four years of industry experience. She holds a Series 65 designation and has been with Kaizen Financial Strategies since 2020. Outside of her advisory role, she is also involved with Ivy Admissions. Kaizen Financial Strategies serves individuals, high-net-worth clients, entrepreneurs, small business owners, and nonprofit organizations, offering financial planning, retirement plan consulting, and portfolio management primarily through its wrap-fee program. The firm employs a combination of fundamental, technical, sector, and qualitative analysis alongside various investment strategies, including the use of derivatives and borrowing within managed accounts.

Iftikhar Ahmed is a CFP® professional with 12 years of industry experience, currently serving at Kaizen Financial Strategies, LLC since 2018. Prior to that, he worked at Waddell & Reed, Inc for three years. He is also licensed as an insurance agent in Milpitas, CA. Kaizen Financial Strategies advises individuals, high-net-worth clients, entrepreneurs, small business owners, and nonprofit organizations, offering financial planning, retirement plan consulting, and portfolio management primarily through its sponsored wrap-fee program. The firm employs a combination of fundamental, technical, sector, and qualitative analysis alongside various investment strategies, including the use of derivatives and borrowing within managed accounts.

Saul Greene is a financial advisor at Kaizen Financial Strategies, LLC with 24 years of industry experience. He holds a Series 66 designation and has worked previously at Waddell & Reed, INC. and Cyberpress. Greene is also licensed as an insurance agent. Kaizen Financial Strategies serves individuals, high-net-worth clients, entrepreneurs, small business owners, and nonprofit organizations, offering financial planning, retirement plan consulting, and portfolio management primarily through its wrap-fee program. The firm employs a combination of fundamental, technical, sector, and qualitative analysis alongside asset-allocation and fixed-income strategies, utilizing derivatives and borrowing as part of its discretionary management approach.