Kaizen Wealth Advisors, LLC.

About Us

Ken J. Koubsky, CFP®

President of Kaizen Wealth Advisors

Clients rely on Ken to always look out for their best interests. He serves clients by offering a comprehensive approach to wealth management. Clients can count on Ken to be their primary point of contact for their investment management, planning process and insurance solutions and to be their liaison with other resources such as CPAs and estate planning attorneys.

Educational Background


Financial Consultant, Merrill Lynch, 1996-1998.
Provided asset, liability and insurance management to over 100 client households
Financial Consultant, Salomon Smith Barney, 1998-2003.
Provided financial relationship management to over 150 clients and acted as an advisor to the 500+ local employees of a public company who required expertise in exercising options and in wealth building and preservation
Engaged in cooperative education events with CPAs, estate planning attorneys, portfolio managers and other professionals
Integrated multiple financial services for clients by working closely with their CPA and attorney
Wealth Advisor, Orizon Investment Counsel, 2003-2007.

Kristin Koubsky

Client Advocate

Kristin has been assisting Ken with his client relationships for over ten years. As Ken's wife and business partner, she shares in the common goals of building relationships through sincere interest in the individual concerns and needs of people. With a background in teaching English, she keeps communication efficient and understandable and knows how to find answers to questions and problems.