Agnieszka Tiara joined Kaizen Wealth Advisors in 2014. She earned her master’s degree in business administration from North Park University in Chicago in 2009, and she now holds licenses in life, health, property and casualty as well as a Series 65 securities registration. As our Director of Financial Services and an Investment Advisor Representative, Agnieszka provides the highest level of support and advice to clients. Whether they need assistance with investment, retirement planning, Medicare or life insurance, she is there at every step of the journey. While her 14 years of experience in the financial and insurance industries make her a highly capable and skilled professional, her ability to connect and communicate with clients makes her an key member of our team.
Agnieszka Tiara, MBA
Director of Financial Services & Investment Advisor Representative
Independent and Objective
About Our Team
The team at Kaizen Wealth Advisors offers a wide range of experience and expertise. We believe this is critical to navigating through the complexities of the wealth management and financial services universe. Our culture also thrives on gathering input from as many team members as needed when delivering advice and guidance, and in developing the financial and retirement solutions for your unique needs.
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