Zaineb Sohail is an Investment Analyst at Kaizen Financial Strategies, where she supports the team's investment decisions through diligent market research and both fundamental and technical analysis of individual securities. She develops portfolio recommendations and allocation proposals tailored to each client's unique risk tolerance and financial goals. As a Series 65 license holder, Zaineb also assists with trading, rebalancing, and tax loss harvesting execution. She is a valuable team resource in implementing options strategies across client portfolios, an area that is both a professional responsibility and a personal passion.

In addition to her role as an Investment Analyst, Zaineb is growing her advisory practice while pursuing her CFP® certification.  

Zaineb joined KFS in February 2020 as an Investment Analyst Associate. She graduated from Pitzer College in 2019 with a B.A. in Economics and a minor in Spanish, where she served as President of the Student Investment Club for two years. Beyond her professional work, she is passionate about reading, traveling, and pursuing new learning experiences.