Saul Greene
Saul Greene is a registered investment advisor at Kaizen Financial Strategies, LLC, based in Campbell, CA, with 24 years of industry experience. Saul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 284 clients with $290M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kaizen Financial Strategies offers investment management through a bundled fee program. Please see the Wrap Fee Program Brochure for more information. The firm absorbs client transaction fees, which creates an incentive to limit trading activities in client accounts.
Location
2105 South Bascom Ave, Suite 295, Campbell, CA, 95008
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Saul works as an insurance agent since March 2023. This activity is investment-related.
Employment History
Current Registrations
Kaizen Financial Strategies, LLC
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.