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- Custodian
- Charles Schwab & Company · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- ValueInsight
- Established Date
- 10-27-2010
- Office Locations
- 2
Office Locations
About Kaizen Financial Advisors, LLC
Kaizen Financial Advisors is a Kirkland, WA wealth management and planning firm led by CFP professionals. They build diversified portfolios using ETFs, funds and individual bonds, including socially responsible options, with ongoing monitoring and market insights. Advice spans retirement income/cash-flow planning, tax-smart strategies in partnership with clients’ tax professionals, legacy and charitable giving, insurance/risk mitigation, and optimizing employer benefits and stock compensation (RSUs/ESPP).
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
LAURIE LAVERNE KLEIN
Chief Compliance Officer, Managing Member, Principal
- CRD
- #4478848
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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EMILY JANE BUSHONG
--
- CRD
- #4550129
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $283,685,763 | $453,172 |
| Non-Discretionary | $0 | -- |
| Total | $283,685,763 | $453,172 |
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Separately Managed Accounts
Total SMA Asset: $283,685,763
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,418,769,271 | 41.2% |
| Equity - Exchange | $929,374,171 | 11.2% |
| Cash | $3,949,840,226 | 47.6% |
| Total | $8,297,983,668 | 100.0% |