Saadia
Ahmed

Kaizen Financial Strategies, LLC

CRD#3008616
Investment Advisor
in Campbell, CA

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About this Advisor

Saadia Ahmed is a certified financial planner who works in Campbell, California who has 5 years of industry experience. Ahmed is an advisor for Kaizen Financial Strategies, LLC. Their career trajectory has included roles at Open Silicon Valley, Kaizen Financial Strategies, LLC and Waddell & Reed, Inc. Ahmed holds Series 63 and Series 66 licenses, certifying them as a securities broker, and can operate in California and Texas. Kaizen Financial Strategies, LLC is a business operating out of Campbell, CA. It has $141 million in total assets among its 625 client accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 625 client accounts, 18% are held by high-net-worth clients who have more than $1 million in assets available to invest. The advisory firm has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees for financial management largely depend on which services the firm provides the client. Fee types billed by Kaizen Financial Strategies, LLC can include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2105 South Bascom Ave, Suite 295
Campbell, CA 95008

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Kaizen Financial Strategies, LLC Brokerage Details

Total Assets Under Management

$141,286,698

CA Average: $7,578,581,321
Total Number of Employees

7

CA Average: 43
Total Number of Accounts

625

CA Average: 3,727
Average Account Size

$226,059

CA Average: $2,033,427

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

Saadia has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Kaizen Financial Strategies, LLC

2009 - 2013 (4 years)

Open Silicon Valley

2006 - 2018 (12 years)

Waddell & Reed, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

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

Zaineb Sohail
Campbell, CA
Saul Greene
Campbell, CA
Saadia Ahmed
Campbell, CA
John Stachnick
Campbell, CA
Iftikhar Ahmed
Campbell, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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