Zaineb Sohail
Kaizen Financial Strategies · Pleasanton, California
Zaineb Sohail is a fee-only financial advisor at Kaizen Financial Strategies in Pleasanton, California. Zaineb 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 |
| SEC registration | Investment adviser representative in CA · CRD 7277093 |
| Exams passed | Series 65 (2021) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.kfstrategies.us |
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Questions about Zaineb
Is Zaineb Sohail a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Zaineb 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 Zaineb charge for financial advice?
Zaineb's firm, Kaizen Financial Strategies, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Zaineb Sohail based?
Zaineb Sohail is based in Pleasanton, California.
What does Zaineb specialize in?
Zaineb's specialties include equity compensation, tax planning, estate & legacy planning and retirement planning. Zaineb works with tech employees, founders and mid-life transitions.
Is Zaineb Sohail registered with the SEC?
Yes. Zaineb Sohail is registered as an investment adviser representative in CA (CRD 7277093), 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 Zaineb Sohail?
Through Zaineb'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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