Kaizen Financial Advisors, LLC Email Format

Investment ManagementWashington, United States2-10 Employees

Kaizen Financial Advisors, LLC operates in the investment management industry as an independent, fee-based fiduciary advisor. The firm offers a holistic suite of financial planning and management services, including retirement planning, estate planning, college planning, concentrated stock strategies, and risk management, with an emphasis on aligning advice with a client’s goals, needs, and risk tolerance. Clients are typically busy professionals who are saving for retirement or nearing retirement, and the firm emphasizes ongoing support through life changes such as starting a family or changing careers.
Based in Kirkland, Washington, Kaizen positions itself around the Kaizen philosophy of continuous improvement and disciplined processes. It serves as an independent advisory, custodial relationships are maintained with Charles Schwab, and its fee structure is transparent, based on assets under management or a fixed fee, aimed at delivering comprehensive wealth management beyond traditional brokerage relationships.

Sign up for free to view info

Company overview Employee directory