Broker Check
We have the client—and only the client—in mind.

We have the client—and only the client—in mind.

At Kaizen Wealth Planning, we are committed to the well-being of our clients. We lead with a philosophy of total responsibility and embrace continual growth without ever giving up. Our beliefs are passionate and competent, and we courageously and tirelessly express them. We encourage our clients to be honest with themselves, which leads to breakthroughs in their quest for rightly ordered stewardship.

Proactive Solutions Tailored To You

David Bayarena, CFP®, AIF®, MBA

Founder & Director of Wealth Planning

(361) 412-4226

david@kwealthplan.com

I am proud to serve as the Owner, Founder, and Director of Wealth Planning at Kaizen Wealth Planning. With over 23 years of experience in the financial services industry, I have coached and managed client wealth strategies and plans,...
Read more

Jamie Schacherl

Wealth Care Coordinator

(361) 412-4227

jamie@kwealthplan.com

Jamie Schacherl is a Wealth Care Coordinator for Kaizen Wealth Planning. Jamie has 23 years experience in the wealth management business and is responsible for all pre and post-sales operations. She provides administrative support in...
Read more
Client Centered

Client Centered

At Kaizen Wealth Planning, we embrace a philosophy of continuous improvement, and our comprehensive perspective and process allow us to provide the Fiduciary standard of care, passion, and competence that our clients deserve. 

Serving clients along the path of continuous improvement.