Zaineb Sohail is a registered investment advisor at Kaizen Financial Strategies, LLC, based in Pleasanton, CA, with 4 years of industry experience. Zaineb 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
6700 Koll Center Parkway, Suite 255, Pleasanton, CA, 94566
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Zaineb works as a consultant for Ivy Admissions, providing college admissions consulting and tutoring students in Spanish and computer science since 2017. This takes a few hours per week.
Employment History
Current Registrations
Kaizen Financial Strategies, LLC
State Registrations1 state
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