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Our Team

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Laurie Klein, CFP®, ChFC®

Founder/Principal

425-321-5802
425-321-5802
laurie@kaizenfa.com

Laurie has been providing financial services to individuals and families since 2001. Previously, she served in senior financial and operations management positions with a successful electronics manufacturing company. Her success in both worlds is based upon her resourcefulness, dedication, and passion for client satisfaction. Her mission is to provide comprehensive service from day one in enabling clients to achieve their goals, develop resources, and implement their plan.

Clients consistently use words like trust, integrity, and accessible to describe her. They have faith in her judgment, commitment, and ability to translate their vision into reality. This trust is carried through the entire process, extending to the hand-picked teams of attorneys, CPA’s, insurance professionals, and advisors.

When not working, Laurie enjoys spending time with her friends and family. She can also be found biking across mountain passes, practicing yoga, or watching her daughter’s soccer team.

Qualifications:

  • Certified Financial Planner (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Licensed insurance professional
  • Notary public

Find Laurie on LinkedIn:

  • www.linkedin.com/in/lauriekleinKFA
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Liz Loutsis, CFP®,

425-321-0345
425-321-0345
Liz@kaizenfa.com
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Sharon Gentles

Office Manager

425-321-5813
425-321-5813
sharon@kaizenfa.com

Contact Us

Why hire us now? Three simple reasons:

1. It’s always the right time to start making better financial decisions.

2. We help you plug holes in your financial buckets that you may not even know about.

3. We’ll help you have peace of mind, knowing your money is being invested wisely.

Phone: (425) 321-5800
Fax:

Email: liz@kaizenfa.com

4030 Lake Washington Blvd NE, Suite 308, Kirkland, WA 98033

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