Saul Greene

from Kaizen Financial Strategies, LLC
SEC regulated
Regulated Investment Advisor
Saul Greene is a financial advisor based in California, Campbell, with 23 years of experience. Saul currently works for Kaizen Financial Strategies, LLC. Saul maintains a S66 license (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Saul Greene works at Kaizen Financial Strategies, LLC
Kaizen Financial Strategies, LLC is a financial advisory firm based in Campbell, California. It currently has approximately $139,798,612 of assets under management and employs about 7 people. Kaizen Financial Strategies, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
16 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
2105 South Bascom Ave, Suite 295, Campbell, California, 95008

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