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
- 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.
Let's connect so I can now learn more about you!
NAPFA Start Date
May 24, 2019
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