Kaizen Financial Strategies
Financial Services, 2105 S Bascom Ave, Campbell, California, 95008, United States, 11-50 Employees
Phone Number: +14*********
Who is KAIZEN FINANCIAL STRATEGIES
WITH FINANCIAL CLARITY COMES CONFIDENCE We focus on reducing concerns in our clients financial life by taking a truly personal approach in helping them plan and envision their future. We ...
Read More
-
Headquarters: 2105 S Bascom Ave, Campbell, California, 95008, United States
-
Date Founded: 2018
-
Employees: 11-50
-
Revenue: Under $1 Million
-
Active Tech Stack: See technologies
Industry: Financial Services
Does something look wrong? Fix it. | View contact records from KAIZEN FINANCIAL STRATEGIES
Kaizen Financial Strategies Org Chart and Mapping
Email
Phone
Sign in to CIENCE GO Data to uncover contact details
Free credits every month
Frequently Asked Questions Regarding Kaizen Financial Strategies
Answer: Kaizen Financial Strategies's headquarters are located at 2105 S Bascom Ave, Campbell, California, 95008, United States
Answer: Kaizen Financial Strategies's phone number is +14*********
Answer: Kaizen Financial Strategies's official website is https://kfstrategies.us
Answer: Kaizen Financial Strategies's revenue is Under $1 Million
Answer: Kaizen Financial Strategies has 11-50 employees
Answer: Kaizen Financial Strategies is in Financial Services
Answer: Kaizen Financial Strategies contact info: Phone number: +14********* Website: https://kfstrategies.us
Answer: WITH FINANCIAL CLARITY COMES CONFIDENCE We focus on reducing concerns in our clients financial life by taking a truly personal approach in helping them plan and envision their future. We are also committed to helping them take action on important financial decisions in their life, sometimes with lifelong impact. CLIENT'S BEST INTEREST A fiduciary is a professional entrusted to manage assets or wealth while putting the clients best interests first at all times. Financial advisors who follow a fiduciary standard must disclose any conflict, or potential conflict, to their clients throughout the advisory engagement. We are a fiduciary. INDEPENDENT, FEE-ONLY As an independent firm, our accountability is only to our clients. As a fee-only firm, we have zero incentive to recommend solutions or products that are not exactly right for our clients. INVESTING - FOR WHATS IMPORTANT TO YOU We bring comprehensive investing strategies designed to work in various market conditions to help our clients pursue their goals. INVESTMENTS Our client portfolios are designed and managed considering a multitude of factors, including but not limited to, past performance, risks, and return characteristics of the holdings, as well as the ongoing expense of owning them in the portfolios. BALANCING RISK AND RETURNS All investment decisions have some risks associated with them, including the choice to not invest and hold cash for long period of time. Our investment approach considers a personalized balance of what returns are needed by our clients to pursue their goals within their desired timelines, and what corresponding risks may be unavoidable to pursue them. At times, we also deploy downside protection investment strategies to reduce these risks.
Answer:
Premium Sales Data for Prospecting
-
Sales data across over 200M records
-
Up-to-date records (less decayed data)
-
Accurate Email Lists (real-world tested)
-
Powerful search engine and intuitive interface
Get Full Access
Powered by
Sign in to CIENCE GO Data to uncover contact details
Free credits every month