Michael Izbotsky (CFP®)

Michael Izbotsky focuses in the
following client markets or areas of practice:

Business Owners

Entrepreneurs

Fixed Fee (Subscription, Retainer, etc.)

Investment Advice with Ongoing Management

Millennials

Planning Specialties

Entrepreneurs starting a business
Newer business owners (3 - 5 years into business)
Investment advice and management
Cash flow planning and creating an investment/spending plan
Insurance and risk management advice

Additional Information

I started my own firm back in 2018 to work with clients just like me: the millennial entrepreneur. I know exactly what it's like to start your own business and hit the ground running. I focus on what's real and applicable to you as an entrepreneur and as a business owner. I'd love to learn more about what you have going on. Let's chat!

Quick Facts About Me:

Friends and family make me happiest
Coffee, good books, Netflix Originals, and podcasts get me through each day
Camping, traveling, and exploring keep me rejuvenated and feeling free
B.S. in Statistics with an emphasis in Actuarial Science from San Diego State University

I'm excited to chat and see how I can help! Schedule an Intro Call/Meeting
In the meantime, feel free to check out our website to get a better feel of how we work with clients.