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
- 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:
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Friends and family make me happiest
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Coffee, good books, Netflix Originals, and podcasts get me through each day
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Camping, traveling, and exploring keep me rejuvenated and feeling free
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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.
NAPFA Start Date
May 24, 2019