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Jocelyn Yang joined the team at Kaizen Financial Strategies in August 2024 as a Client Services Associate. In her role, Jocelyn is dedicated to enhancing client experiences by managing onboarding processes, addressing day-to-day service requests, and supporting our advisors and back-office operations. Through the successful completion of the Securities Industry Essentials (SIE) exam, Jocelyn has reinforced her technical proficiency within the financial services sector.

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​A proud Trojan alumna, Jocelyn graduated from the University of Southern California with a B.A. in Psychology and a minor in Marketing. During her time at USC, she was actively involved in psychological research and dedicated her efforts to various non-profit causes.  When she’s not in the office, Jocelyn has a passion for thrifting, cooking, and exploring the great outdoors.

JOCELYN YANG

CLIENT SERVICES ASSOCIATE

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Kaizen Financial Strategies, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Kaizen Financial Strategies, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Kaizen Financial Strategies, LLC unless a client service agreement is in place.
 

Copyright © 2024 Kaizen Financial Strategies, LLC

(408) 819-9010

2105 South Bascom Ave, Suite 295
Campbell, CA 95008

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