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


This Office

937 Truro Ln Crofton, MD 21114-1203

Other Offices

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