Anvar Izbakiev (CFP®, CPA, MBA)

Anvar Izbakiev focuses in the
following client markets or areas of practice:

  • AUM
  • Baby Boomers
  • Business Owners
  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Entrepreneurs

Planning Specialties

I am a Fee-only Financial Planner, which means I don't get commissions on the advice I provide. I leverage my CPA and tax experience to provide clients tax planning and tax-related advice. I am a CERTIFIED FINANCIAL PLANNER™ working out of my office in Pikesville, Maryland, I enjoy working with small business owners and Immigrants who are trying to build their wealth in an efficient manner.

 

Additional Information

I earned my MBA Degree in 2008 from Troy University, AL. Shortly after that, I began my career in the financial industry as a tax accountant in 2008 and got my CPA license in 2009. Primarily working with Individual taxpayers and small business owners. In addition to my CFP® and CPA Licenses, I hold USTCP (the United States Tax Court Practitioner) designation and QBO Proadvisor.
In 2016 I have opened my own accounting firm, where I continue to work as a CPA and Owner of Ameritax Accounting, located in Pikesville, Maryland.
In 2019, I opened Serenity Wealth Advisors, LLC, registered as an Investment Adviser with the State of Maryland in 2018.

NAPFA Start Date

April 29, 2019

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This Office

806 Reisterstown Rd Ste 5 Pikesville, MD 21208-4214 Phone: (410) 870-7440