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
  • Tax Planning

Planning Specialties

  • Millennials
  • Established business owners
  • Equity comp and stock options
  • Comprehensive/holistic financial planning
  • Insurance and risk management

Additional Information

I was born and raised in the San Fernando Valley in LA. I spent a few years away while at San Diego State University. After graduating, I spent nearly nine months in Israel working odd jobs and enjoying time with my friends and family.

I came back to LA in 2014 where I got my first "real" job at a large insurance and investment firm. I got licensed as a financial advisor in 2015, which allowed me to focus full time on financial planning and investment management. I earned my CFP® certification in 2017, and soon after in 2018, I decided it was time to start my own firm. I wanted to leave the whole corporate structure behind and work with the clients who I wanted to work with. I was tired of various sales quotas and metrics. I knew I could offer better and completely unbiased service by having my own firm.

My wife Juliet and I currently live on the Westside here in LA. We love staying active as much as we can. We mostly enjoy climbing at our local gym, hiking different trails, and camping with the family. (I also try to get in a good surf and bike ride each week.)

Let's connect so I can now learn more about you!

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NAPFA Start Date

May 24, 2019


This Office

Call for an Appointment Los Angeles, CA 90016 Phone: +1 (818) 359-1219