A complete list of active advisors currently associated with Kaizen Financial Strategies, LLC

Warmer can help you find a great advisor at Kaizen Financial Strategies, LLC or one who fits your needs even better.

Kaizen Financial Strategies works with individuals, high‑net‑worth clients, entrepreneurs and small business owners, and nonprofit organizations to provide financial planning and consulting, retirement plan consulting for employer plan sponsors, and asset management. The firm offers standalone written financial plans and ongoing retirement plan consulting and operates an Enhanced Income Portfolios (EIP) program for managed accounts (the firm generally recommends a $100,000 minimum for EIP implementation). The firm’s investment process combines fundamental, technical, sector and qualitative analysis and uses a range of strategies including asset allocation, fixed income, long‑ and short‑term purchases, and both tactical and strategic approaches. For managed accounts the firm deploys margin and derivatives strategies — including covered‑call writing as part of the EIP, hedging and other options strategies — and manages accounts on an individualized basis through its wrap‑fee program, which absorbs transaction costs for clients. Compared with many peers, Kaizen limits its asset management to wrap fee accounts and sponsors its own wrap program, a structural choice that affects trading and fee mechanics. The firm’s regular use of advanced option strategies, margin/borrowing and short sales in client accounts is less common among similar team firms, and its retirement plan consulting practice (including ERISA fiduciary designations) and business‑oriented planning services such as corporate structure and cost‑segregation analysis broaden its advisory scope beyond standard retail wealth management.

To learn more about the advisors currently working at Kaizen Financial Strategies, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.