Iftikhar Ahmed, CFP®, APMA™
Managing Partner, Principal Advisor at Kaizen Financial Strategies, LLC- Claim this Profile
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Experience
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Kaizen Financial Strategies, LLC
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United States
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Financial Services
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1 - 100 Employee
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Managing Partner, Principal Advisor
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Nov 2018 - Present
Silicon Valley, California • Proactive financial planning • Value-based Investment portfolio design • Creating an automated system for savings and investments • Reducing taxes • Reducing employer stock exposure risk • Retirement readiness • Planning your financial legacy Are you on track to pursue your financial goals and dreams? “A journey of a thousand miles must begin with a single step” – Lao Tzu
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Waddell & Reed
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United States
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Financial Services
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700 & Above Employee
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Financial Advisor
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Jan 2015 - Oct 2018
Campbell, CA Provided financial planning and investment management services to clients. Licenses held: California Life, Accident and Health Insurance (License# 0I63476) Series 66 and Series 7 Securities Registrations
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Advisor Associate
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Nov 2013 - Jan 2015
Campbell, CA Provided financial planning and investment management services to clients. Licenses held: California Life, Accident and Health Insurance (License# 0I63476) Series 66 and Series 7 Securities Registrations
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Cisco
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United States
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Motor Vehicle Manufacturing
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1 - 100 Employee
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Senior Manager, Global Business Services
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Dec 1996 - Oct 2013
San Jose Headquarters Previous positions held at Cisco: Sr. Manager Commercial Segment Strategy and Operations (WW Sales Strategy), Marketing Manager (Enterprise Solutions Marketing), Business Development Manager, Consulting Systems Engineer (Strategic Alliances), Customer Support Engineer III (Customer Advocacy)
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Humanity First USA
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United States
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Non-profit Organizations
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1 - 100 Employee
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National Director, Head of Funds Development and Marketing
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Oct 2004 - Jan 2012
San Francisco Bay Area, United States Member of the senior leadership team (long term volunteer role) at Humanity First USA since its inception in 2004. Reported directly to the Executive Director. • Established and led marketing, IT, and funds development teams • Established HFUSA as a niche nonprofit brand in disaster response category • Chaired international committees for fundraising and marketing synergies and scale
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Manager, Systems Support
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Oct 1994 - Sep 1996
Islamabad, Pakistan
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ABM Data Systems (Pvt.) Ltd
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Pakistan
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Computer Hardware Manufacturing
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1 - 100 Employee
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Senior Systems Engineer
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May 1991 - Aug 1993
Islamabad, Pakistan
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Education
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UCLA Extension
Certificate, Personal Financial Planning -
The University of Stirling
M.Sc, Information Systems Management -
University of Engineering and Technology, Lahore
BSc, Electrical Engineering