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Zaineb Sumayya Sohail

Kaizen Financial Strategies, LLC

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About Zaineb Sumayya Sohail

Zaineb Sohail is an Investment Advisor Representative with Kaizen Financial Strategies, LLC. Zaineb Sohail has been in the industry since February 2020. Zaineb Sohail has passed the Uniform Investment Adviser Law Examination (Series 65) and the Securities Industry Essentials Examination (SIE). Zaineb Sohail's office is located in Campbell, CA.

Firm Information

Zaineb Sohail is currently registered with Kaizen Financial Strategies, LLC. Kaizen Financial Strategies, LLC is an investment advisor registered with the SEC. Based in Campbell, CA, the firm has 4 licensed agents and 5 investment advisor representatives, managing approximately $182.7 million in regulatory assets under management. The firm provides financial planning, pension consulting, and portfolio management services to individuals, high net worth individuals, and charitable organizations. Kaizen Financial Strategies, LLC also participates in wrap fee programs.
Kaizen Financial Strategies, LLC

2105 SOUTH BASCOM AVE

CAMPBELL, CA 95008

$182.67M

Assets Under Management

2

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Zaineb Sohail’s Registration & Firm History

CA

12/13/2021 - Present

Kaizen Financial Strategies, LLC (CAMPBELL CA)

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Licenses & Designations

IA

Issued 12/11/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/16/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Zaineb Sumayya Sohail.
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