Marzena is a marketing specialist with a strong background and sound knowledge of business operations, customer service, advertising, marketing strategies and sales. She received her Master of Business Administration from University of Economics in Krakow, Poland. As a competent and reliable professional, she is committed to our customers and their satisfaction, always making sure they have the best possible experience, and their financial future is in good hands.
Marzena Lukasiewicz
Marketing Director & Investment Advisor Representative
Marzena also holds a life insurance license and has passed the Series 65 securities exam. As a Investment Advisor Representative at Kaizen Wealth Advisors she provides individual investors and families with customized financial plans that meet client’s unique needs and match their risk tolerance. Her focus is on protecting the client’s wealth, preserving their savings, and maximizing retirement income. By educating and working closely with clients, she is dedicated to help them achieve their desired financial goals and success.
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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