Emily Bushong
Kaizen Financial Advisors · Canyon Lake, California
Emily Bushong is a fee-only financial advisor at Kaizen Financial Advisors in Canyon Lake, California, who holds the CFP credential. Emily focuses on equity compensation, retirement planning and small business owners. Kaizen Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Executives
- Tech employees
- Pre-retirees
- Early-career professionals
- Founders
Facts
| Firm | Kaizen Financial Advisors |
|---|---|
| Based in | Canyon Lake, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $283.7M across 626 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, WA · CRD 4550129 |
| Exams passed | Series 66 (2007) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.kaizenfa.com |
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Questions about Emily
Is Emily Bushong a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Emily holds no broker registration, and Kaizen Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Emily charge for financial advice?
Emily's firm, Kaizen Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Emily Bushong based?
Emily Bushong is based in Canyon Lake, California.
What does Emily specialize in?
Emily's specialties include equity compensation, retirement planning and small business owners. Emily works with executives, tech employees, pre-retirees, early-career professionals and founders.
What credentials does Emily Bushong hold?
Emily Bushong holds the CFP credential.
Is Emily Bushong registered with the SEC?
Yes. Emily Bushong is registered as an investment adviser representative in CA and WA (CRD 4550129), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Kaizen Financial Advisors manage?
Kaizen Financial Advisors reports $283.7M across 626 accounts in assets under management.
How do I contact Emily Bushong?
Through Emily's website, www.kaizenfa.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Kaizen Financial Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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