About Kennedy
Who I am
I am committed to providing objective, fiduciary investment guidance with transparency and integrity.
With over a decade of business experience and formal training in finance and economics, I bring both practical insight and discipline to my work.
I am registered with NASAA as an Investment Adviser Representative (IAR) of Zero Day Capital, an SEC-registered investment advisory firm, where I provide fiduciary investment guidance grounded in transparency and client alignment.
With over ten years of experience building startups and businesses across technology, entertainment, and digital media, I’ve seen how financial decisions impact long-term stability—especially in uncertain and fast-changing environments. This background informs my disciplined, risk-aware approach to investing.
I hold a Master’s degree in Finance from Iowa State University and a Bachelor’s degree in International Business from Drake University, with minors in Finance and Economics. By combining formal financial training with real-world business experience, I help clients navigate investment complexity with clarity, structure, and a long-term mindset.
Professional Expertise
I bring structured investment knowledge and real-world experience to help clients evaluate opportunities, manage risk, and make informed financial decisions.
Personalized Experience
Every client’s situation is unique. I tailor investment guidance to individual goals, risk tolerance, and financial circumstances—never a one-size-fits-all approach.
Fiduciary Integrity
I act in my clients’ best interests at all times, prioritizing transparency, objectivity, and alignment over sales incentives or conflicts of interest.
“Good investing begins with understanding, not prediction.”
Kennedy Kha Phan
Our mission
My mission is to deliver transparent, fiduciary investment advice that aligns each client’s strategy with their objectives, risk tolerance, and long-term priorities.
I believe trust in investment advice is built through clarity, integrity, and a long-term perspective.
My mission is to help individuals, families, and business owners make informed investment decisions through clear, objective, and fiduciary-driven guidance. I believe effective investment advice should be grounded in understanding, discipline, and long-term alignment with each client’s financial goals.
Investment management and financial markets are complex. While large institutions benefit from extensive resources and expertise, individual investors and small businesses often face important decisions with limited clarity. My role is to simplify complexity, provide education, and help clients evaluate risk and opportunity in a thoughtful, structured manner.
As an investment advisor, I am committed to acting in my clients’ best interests at all times. I prioritize transparency, integrity, and clear communication, focusing on investment strategies that reflect each client’s objectives, risk tolerance, and financial circumstances—helping them navigate markets with confidence and long-term perspective.