Iftikhar Ahmed
Kaizen Financial Strategies · Pleasanton, California
Iftikhar Ahmed is a fee-only financial advisor at Kaizen Financial Strategies in Pleasanton, California, who holds the CFP credential. Iftikhar focuses on equity compensation, tax planning and estate & legacy planning. Kaizen Financial Strategies reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Tech employees
- Founders
- Mid-life transitions
Facts
| Firm | Kaizen Financial Strategies |
|---|---|
| Based in | Pleasanton, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $287.1M across 749 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 6270480 |
| Exams passed | Series 66 (2013) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.kfstrategies.us |
| Profile |
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Questions about Iftikhar
Is Iftikhar Ahmed a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Iftikhar holds no broker registration, and Kaizen Financial Strategies reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Iftikhar charge for financial advice?
Iftikhar's firm, Kaizen Financial Strategies, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Iftikhar Ahmed based?
Iftikhar Ahmed is based in Pleasanton, California.
What does Iftikhar specialize in?
Iftikhar's specialties include equity compensation, tax planning, estate & legacy planning and retirement planning. Iftikhar works with tech employees, founders and mid-life transitions.
What credentials does Iftikhar Ahmed hold?
Iftikhar Ahmed holds the CFP credential.
Is Iftikhar Ahmed registered with the SEC?
Yes. Iftikhar Ahmed is registered as an investment adviser representative in CA and TX (CRD 6270480), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Kaizen Financial Strategies manage?
Kaizen Financial Strategies reports $287.1M across 749 accounts in assets under management.
How do I contact Iftikhar Ahmed?
Through Iftikhar's website, www.kfstrategies.us.
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 Strategies 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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