Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Gerdo Germinaro, LUTCF
Insurance Specialist
ggerminaro@kaizenfinancialpartners.com
“Understanding your wants, needs and concerns is critical in developing an effective plan. My top priority is to listen to you and provide complete and accurate information so you can make informed decisions. How...
John Chiappetta, CPA, CFP®
Financial Advisor
john@kaizenfinancialpartners.com
John Chiappetta is a Certified Public Accountant and Certified Financial Planner™ with offices in Kenosha, Wisconsin. He brings more than 15 years of experience in financial services to his role as an independent financial...
Rebecca Kelly
Executive Administrative Assistant
rebecca@kaizenfinancialpartners.com
Rebecca Kelly is an Executive Administrative Assistant to John Chiappetta. She has been with the company for 10 years. She focuses on making the retirement planning process go smoothly for the client from the initial meeting, required...
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.