Kaizen Planning & Wealth Management Email Formats
Financial Services • 
Scottsdale, Arizona, United States • 1-10 Employees
Kaizen Planning & Wealth Management Email Formats
Kaizen Planning & Wealth Management uses 3 email formats. The most common is {first name} (e.g., john@kaizenplanning.com), used 57.1% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@kaizenplanning.com | 57.1% |
{first initial}{last name} | jdoe@kaizenplanning.com | 28.6% |
{first initial} | j@kaizenplanning.com | 14.3% |
Key Contact at Kaizen Planning & Wealth Management
Jennifer Brandys
Director Of Client Services
Company overview
| Headquarters | 6263 North Scottsdale Rd., Suite 140, Scottsdale, Arizona 85250, US |
| Phone number | +14805382900 |
| Website | |
| NAICS | 52 |
| Keywords | Estate Planning, Retirement Planning, Wealth Management, Succession & Exit Planning |
| Founded | 2024 |
| Employees | 1-10 |
About Kaizen Planning & Wealth Management
We provide comprehensive financial planning services that are tailored to our clients’ unique circumstances, helping them navigate through life’s financial challenges and opportunities with clarity, control, and confidence. Our mission is to empower individuals, families and businesses to achieve their financial goals through a disciplined and continuous improvement approach. We believe that continuous improvement is the key to achieving financial success. Our firm is built upon the principles of Kaizen, a Japanese philosophy that focuses on making incremental improvements in all aspects of life. Our financial advisors and team members embody “kaizen” in our lifelong journey for ongoing education and coaching to stay up to date with the latest industry trends and developments, ensuring that our advice is based on sound financial principles and best practices.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Kaizen Planning & Wealth Management has 3 employees across 1 departments.
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Number of employees
Funding Data
Kaizen Planning & Wealth Management has never raised funding before.
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Performance
France
Italy
United Kingdom
Frequently asked questions
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