Kaizen Financial Strategies, LLC

CRD 298248 · Pleasanton, CA · $287.1M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 298248
SEC number: 801-114234
Firm type: RIA
Assets under management: $287.1M as of Mar 3, 2026
Website: www.linkedin.com/IN/JOHN-STACHNICK-2B9164178 ↗
Phone: (408) 819-9010
Address: 6700 Koll Center Parkway, Pleasanton, CA, 94566

Advisors at this firm

5 in our index · page 1 of 1

Iftikhar Mahmud AhmedCRD 6270480 · Campbell, CA

IA RegisteredRegistration inactive
Saadia Shakur AhmedCRD 3008616 · Campbell, CA

IA RegisteredRegistration inactive
Saul Richard GreeneCRD 4453934 · Campbell, CA

IA RegisteredRegistration inactive
Zaineb Sumayya SohailCRD 7277093 · Pleasanton, CA

IA Registered
John Antone StachnickCRD 4881131 · Campbell, CA

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

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