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