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John Stachnick

Co-founder and Principal Advisor, Principal Advisor

Kaizen Financial Strategies LLC

United States, California, San Francisco

About Me

A co-founder and Principal Advisor, John has been a Financial Advisor since 2005. He enjoys working with individuals and small businesses to help them navigate the complex issues involved in creating a financial plan. John knows that no two clients are the same, and he is always ready to take on the challenge that each new client relationship brings to the job. Prior to co-founding Kaizen Financial Strategies, John served his clients as a Financial Advisor in affiliation with Waddell & Reed, Inc. John enjoys seeing the excitement felt by a client as they progress toward a financial goal, no matter how large or small that goal is. He also relishes the opportunity to work with his clien

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Profile Information

Co-founder and Principal Advisor, Principal Advisor

Kaizen Financial Strategies LLC

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

San Francisco

California

United States

Aug 6, 2024

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