Michael Izbotsky, CFP®
Financial Planning for Motivated Millennials
Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.
Click Here to Learn More
Great job!
- Add your tagline
- Add your headshot
- 📍Add Your Business Address
- Add your social media
- Sign up for our 💬 Community
- Add your details
From Planning to Living LLC
Michael Izbotsky, CFP®
Los Angeles, CA
Serving Clients Nationwide
Financial Planning for Motivated Millennials
Areas of Focus
- Cash Flow
- Employee Stock Options
- Financial Life Planning
- Investment Management
- Owning a Business
- Taxes
About Me
Hi, I'm Michael Izbotsky. 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. I'm now able to work primarily with motivated millennials who are ready to take things to the next level.
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, walking our pup, and camping with the family. (I also try to get in a good surf and skate session each week.)
Let's connect so I can now learn more about you!
Professional Designations
- CERTIFIED FINANCIAL PLANNER™ Professional
Affiliations
-
Fee Only Network
- National Association of Personal Financial Advisors
- XY Planning Network
- National Association of Personal Financial Advisors
Primary Location
Los Angeles 90016
Video
Meeting Options
- Video Conference
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above for a complimentary intro meeting. (1) I'll get to learn more about you and what you have going on. (2) You'll learn a bit more about me and see exactly how I work with my clients. (3) I'll share my overall process and what to expect from our long-term relationship. (4) In the end, we'll both know if we're a good fit to work together. I'm excited to connect!Offers Investment Management
Yes
About our Firm
We work primarily with motivated millennials who are ready to take things to the next level. Our typical client has a household income of $250k+ and has experience running their own business or working in sales. You're great at making money, but need an extra hand navigating the whole personal finance space.We handle the planning so you can get to living. Our job is to help you spend your most valuable asset, your time, however you want. Time to stress less and live more!
We never receive commissions for the work we do or the recommendations we provide. This allows us to always serve you in a clear fiduciary capacity—always acting in your best interest.
Education
San Diego State University, Bachelor of Science (BS), Statistics with an emphasis in Actuarial Science
Hobbies and Interests
- Camping
- Family
- Reading
- Rock Climbing
- Skating
- Surfing
- Traveling
SEC Lookup
View DisclosureWho We Serve
- Business Owners
- Corporate Executives
- Entrepreneurs
- Families
- Gen X
- Gen Y / Millennials
- Individuals
- Jewish
- Parents
- Sales Professionals
- Young Families
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
We Want Your Voice to be Heard
Wealthtender exists to help people discover trusted and authentic financial professionals and educators who may be a good fit based on their unique needs and circumstances.
Your honest reviews help people decide which financial professionals and educators may be best suited to their individual needs.
The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience.
Tips for Writing a Helpful Review
Be descriptive. Instead of just saying what you like or dislike, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!
Be honest. Your rating and review should reflect your actual experience.
Stay relevant. Ensure your review is helpful to others by avoiding off-topic discussions or personal opinions not relevant to your direct experience.
Make your review easy to read. Reviews should be readable to others. Use proper grammar, avoid excessive capitalization or punctuation, and be sure to check your spelling.
Be yourself. Don’t post as, or pretend to be, someone else, and do not say you’re associated with a person or organization with which you are not.
Be nice. Don’t write abusive, hateful, threatening, or harassing content. Avoid personal threats, hate speech, obscenities, or inflammatory language.
Respect the privacy of others. Don’t post information that can be used to identify another individual or compromise their privacy.
Report abuse. Thank you for helping us ensure reviews on Wealthtender are helpful to everyone. If you suspect possible violations of our guidelines or believe a review is inappropriate, please email support@wealthtender.com with a link to the provider’s profile, indicating the review in question and the reason you believe it violates our guidelines.
➡️ Are you reviewing a financial advisor? Learn more about Certified Advisor Reviews.
Disclaimers
Wealthtender reserves the right to remove reviews that violate its guidelines and/or regulations issued by the Federal Trade Commission, Securities and Exchange Commission, FINRA, and other regulatory agencies. Further, financial advisors are subject to individual firm policies and rules prescribed by federal and state regulators that may result in reviews being removed, not published, or potentially modified upon the documented request submitted by an advisor, compliance officer, or other firm professional to maintain compliance with federal and state regulations.
If you submit a review on Wealthtender, the Federal Trade Commission has issued guidance to ensure you always maintain the right and ability to request reviews be removed from any online review website, including Wealthtender. To request the removal of a review you submitted on Wealthtender, please send an email to support@wealthtender.com using the same email address you utilized when submitting the review. Please include in your email a link to the profile on Wealthtender where your review is published.
In addition to your review being published on Wealthtender, you acknowledge your review may also be published by your financial advisor on their website, social media accounts, and/or profile pages on other directory websites.
The reviews posted on Wealthtender are individual and subjective opinions. The opinions expressed in reviews are those of the reviewer and not of Wealthtender, Inc. Wealthtender does not endorse any of the opinions expressed by reviewers.
Please refer to the Wealthtender terms of service and privacy policy for additional information.
If you have questions or if we can assist with anything at all, please contact us by email at support@wealthtender.com or call us at (512) 540 – 3811.
Thank you for visiting Wealthtender and giving us the opportunity to serve you.
© 2024 Wealthtender, Inc.
How to Find Financial Advisors for Small Business Owners
Get to Know Certified Financial Planners & Find a CFP
Financial Advisors for Equity-Compensated Employees
Should You Hire an XY Planning Network (XYPN) Financial Advisor?
Financial Planning for Technology Professionals
Looking for a Financial Advisor for Millennials?
Looking for a Financial Advisor in Los Angeles, California?
