Mike Skolnick (CPA/PFS)

Mike Skolnick focuses in the
following client markets or areas of practice:

  • Business Owners
  • Corporate Executives
  • Entrepreneurs
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

A FINANCIAL ADVISOR YOU CAN TRUST

Do you want to feel more confident about the financial decisions you make?  Would you rest easier knowing that you are doing everything you need to in order to achieve financial independence?  Do you want to have more time and freedom for the things you enjoy? You can.

Whatever your current situation, financial concerns have an impact on your life and relationships.  I can help you make the financial decisions that will make the most of what you have now and help you build a more secure, enjoyable future.

Here are my areas of specialization:

Additional Information

Hello, I'm Mike Skolnick, President of Axiom Advisory, LLC.  I understand how hard you work to secure your financial future, and that you should expect nothing but the best when seeking financial advice.

When working with me, you'll see that I take the extra steps to understand what's important to you and provide the professional care you deserve.  After all, it's your future... why settle for less?

As a fee-only advisor, you can be assured that I work with your best interest in mind. My structure is designed to remove conflicts of interest, and I have taken a fiduciary oath to prove my commitment.

Taxes will likely be your largest expense over your lifetime. If you're looking for an advisor that truly understands your tax situation, look no further. Not only am I a skilled financial planner, but I'm a CPA with years of experience.

Are we a good fit?  I'm happy to chat to find out.  Click here to schedule a 30-minute phone call.

NAPFA Start Date

September 28, 2010

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This Office

1 Sansome St Ste 3500 San Francisco, CA 94104-4436 Phone: (415) 483-7771

Other Offices

600 W Broadway Ste 700 San Diego, CA 92101-3370 Phone: (619) 297-1878
2500 Broadway Bldg F-125 Santa Monica, CA 90404-3065 Phone: (310) 401-5180