# KAIZEN FINANCIAL STRATEGIES

KAIZEN FINANCIAL STRATEGIES is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** kaizenfinancialinc.com
- **LinkedIn:** https://www.linkedin.com/company/john-stachnick-2b9164178

## Regulatory record

- **CRD number:** 298248
- **SEC file number:** 801-114234
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/298248

## About

KAIZEN FINANCIAL STRATEGIES, LLC is an SEC-registered investment adviser in Pleasanton, CA, registered since 2018. The firm manages $287 million in assets, with $285 million on a discretionary basis. It has 5 employees and 5 investment advisers.

## Related profiles

- [K2 Venture Partners](https://altss.com/profile/k2-venture-partners)
- [Kanani Advisory Group](https://altss.com/profile/kanani-advisory-group-inc)

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Last updated: 2026-07-11T08:33:28.000Z

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