Kaizen Financial, Inc. logo

Kaizen Financial, Inc. Employee Directory

Financial ServicesMichigan, United States2-10 Employees

Kaizen Financial, Inc. operates within the financial services industry, offering a comprehensive planning process aimed at simplifying wealth accumulation, preservation, and income strategies for retirement. Based in Utica, Michigan, the company focuses on helping clients pursue ongoing financial improvements that support independent living and confidence in long-term financial decisions. The firm emphasizes integrity in addressing the full spectrum of a client’s financial life, seeking to cover key areas of planning through its defined process. Target clients are individuals seeking structured retirement planning and steady financial guidance to navigate complex wealth management needs over time. Kaizen Financial positions itself as a practitioner of continual financial improvement within a relatively small professional team. A recent development noted is the company’s continued operation from its Michigan location, underscoring its local presence in the financial services landscape.

Find Kaizen Financial, Inc. employees' phone numbers or email addresses

Kaizen Financial, Inc. Global Highlights

Location
Employees

North America
7

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  • United States Of America
    7

Kaizen Financial, Inc.'s Leadership

  • Stylized image of a person
    A. L.
    Founder/Owner
    Phone icon
  • Stylized image of a person
    J. T.
    Office Manager/Controller
    Phone icon
  • Stylized image of a person
    C. H.
    Financial Planner
    Phone icon
  • Stylized image of a person
    K. F.
    Associate Advisor
    Phone icon
  • Stylized image of a person
    R. W.
    Marketing Coordinator
    Phone icon

Kaizen Financial, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other
  • Legal

Contact profiles from Kaizen Financial, Inc.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    A. L.
    Founder/Owner
    Phone icon
    United StatesMichigan
    Jun 08, 2026
  • Stylized image of a person
    J. T.
    Office Manager/Controller
    Phone icon
    United StatesMichigan
    Jun 25, 2026
  • Stylized image of a person
    C. H.
    Financial Planner
    Phone icon
    United StatesMichigan
    Jun 28, 2026
  • Stylized image of a person
    K. F.
    Associate Advisor
    Phone icon
    United StatesMichigan
    Jun 29, 2026
  • Stylized image of a person
    R. W.
    Marketing Coordinator
    Phone icon
    United StatesMichigan
    Oct 23, 2024

Frequently Asked Questions

What is Kaizen Financial, Inc. known for?

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Kaizen Financial, Inc. was founded in 2012 operates in the Financial Services industry. The company's main headquarters is located in 47702 Van Dyke Utica, Michigan 48317 United States; you can contact the main corporate office by phone at . Explore Kaizen Financial, Inc.'s company overview page for more information.

What is Kaizen Financial, Inc.'s most common email format?

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Kaizen Financial, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Kaizen Financial, Inc. email formats with LeadIQ.

How many employees does Kaizen Financial, Inc. have currently?

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Kaizen Financial, Inc. has approximately 7 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Kaizen Financial, Inc.'s key employees and leadership?

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As of February 2026, Kaizen Financial, Inc.'s key employees include:

  • Founder/Owner: A. L.
  • Office Manager/Controller: J. T.
  • Financial Planner: C. H.
  • Associate Advisor: K. F.
  • Marketing Coordinator: R. W.

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