Saadia
Ahmed
Kaizen Financial Strategies, LLC
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About this Advisor
Saadia Ahmed is a financial advisor based in Campbell, California, working with Kaizen Financial Strategies, LLC. Saadia has previously held positions at Kaizen Financial Strategies, LLC and Waddell & Reed, Inc. Saadia has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California and Texas. Currently, Saadia is part of Kaizen Financial Strategies, LLC, which operates out of Campbell, California. The firm has 6 employees and manages assets totaling $182.7 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Kaizen Financial Strategies, LLC includes asset-based, hourly, and fixed fees.
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Kaizen Financial Strategies, LLC Brokerage Details
$182,673,115
6
651
$280,604
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Saadia Ahmed Work History
Kaizen Financial Strategies, LLC
Waddell & Reed, Inc
Disclosures
Please visit the SEC profile of Saadia Ahmed to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Kaizen Financial Strategies, LLC
Campbell, CA
Campbell, CA
Campbell, CA
Campbell, CA
Campbell, CA
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