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Our Founding Story

The story of Kaizen Financial Strategies is one of shared vision, passion to put clients first, and career transitions into entrepreneurial ventures. The four principal advisors, Iftikhar, Saadia, Saul, and John came from different backgrounds into the industry with the mission to empower their clients to be at peace with money!

  • Saadia Ahmed came from retail banking where she was managing high net worth client relationships at Bank of America.

 

  • Saul Greene transitioned from a legal (JD) and private investigation industry.
     

  • John Stachnick started his career as a software engineer for a short while before he joined the financial services industry.

 

  • Iftikhar Ahmed brought an extensive engineering and technology industry background (Primarily Cisco Systems) where he was last leading global operations organization out of Cisco’s Silicon Valley headquarters.

In 2018, the four advisors, with decades of experience decided to break away from the broker-dealer affiliation and formed Kaizen Financial Strategies, LLC. The firm is registered with the SEC as an RIA (Registered Investment Advisory). Kaizen Financial Strategies, LLC has grown rapidly to manage over $215 million* AUM (Assets Under Management), and the advisors and staff are committed to providing exceptional client service and acting as Fiduciary for all our clients.

* As of June 2024

 

Our Mission 

To empower our clients to be at Peace with Money.

Our Guiding Principles

CLIENT FOCUS

Providing a wow client experience by going above and beyond expectations

CONTINUOUS IMPROVEMENT

The approach of always improving our service, operations and relationships

TRUST

Consistently delivering on our commitments with competence and showing care

Meet The Team

Iftikhar-Ahmed-studio
Saadia-Ahmed

IFTIKHAR AHMED,CFP®, APMA™

SAADIA AHMED, CFP®, CMFC®

MANAGING PARTNER, PRINCIPAL ADVISOR

Zaineb Sohail

ZAINEB SOHAIL

INVESTMENT ANALYST

PRINCIPAL ADVISOR

Destiny

DESTINY MACCARTNEY

CLIENT SERVICES AND MARKETING ASSOCIATE

Rick-Greene

SAUL (RICK) GREENE, JD, CFS®

PRINCIPAL ADVISOR

Aiyza

AIYZA AHMED

OPERATIONS ASSOCIATE

John-Stachnick

JOHN STACHNICK

PRINCIPAL ADVISOR

Industry Affiliations

CFP logo
National Asset Personal Finance
Fee FO Only
Orion
Charles Schwab
Right Capital
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