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Phone: (408) 819-9010x1001

As a co-founder, Managing Partner, and Principal Advisor, Iftikhar Ahmed, CFP® serves as a financial advisor and investment professional who focuses on strategies that help clients pursue their goals and prepare for various market conditions. Prior to a career change to the financial services industry, Iftikhar worked for 20+ years in the high-tech sector in engineering, business, and leadership roles. 


Iftikhar’s experience spans working in the United States as well as internationally. His previous experience in the tech sector included roles at Cisco Systems, Mobilink (a Motorola venture), and ABM Data Systems. Prior to co-founding Kaizen Financial Strategies, Iftikhar served his clients as a Financial Advisor in affiliation with Waddell & Reed, Inc.


Iftikhar is a CERTIFIED FINANCIAL PLANNER™ practitioner and also holds the Accredited Portfolio Management Advisor (APMA™) designation. Iftikhar is current on his Series 7 and Series 66 securities registrations and Life and Health insurance licenses from California department of insurance (CA License #0I63476). He has a BS in Electrical Engineering and a master’s in information systems management.


Iftikhar and his wife, Saadia Ahmed, live in the South Bay with their two children. He is actively engaged in the local community and various philanthropic endeavors, and is passionate about entrepreneurship, education, and technological and social innovations.

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