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

I am proud to serve as the Owner, Founder, and Director of Wealth Planning at Kaizen Wealth Planning. With over 23 years...

Jamie Schacherl

Wealth Care Coordinator

Jamie Schacherl is a Wealth Care Coordinator for Kaizen Wealth Planning. Jamie has 23 years experience in the wealth...