Michal Skowronski, CFP®
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Skylark Wealth LLC
Michal Skowronski, CFP®
San Francisco, CA
Serving Clients Nationwide
Welcome to Skylark Wealth!
Areas of Focus
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Me
Hello! I’m your founder and resident money expert, Michal Skowronski. I’m a Fiduciary and a CERTIFIED FINANCIAL PLANNER™ here to help you avoid costly mistakes and make managing money simple.I founded Skylark Wealth to strike the ideal balance for personal financial services combining the latest in technology with fiduciary-level personal service alongside a fee structure that properly aligns incentives toward mutual long-term success.
Skylark’s open architecture allows me to serve clients wherever their assets may be held using the most suitable investments and to evolve the platform with the latest in technology without restriction or limitation. Skylark’s fee-only fiduciary model incentivizes me to do only that which is in the long-term best interest of my clients. In fact, I have signed a fiduciary oath to do so.
For 10 years prior I worked at a similarly structured Registered Investment Advisor that grew from $75mm to $1b in assets under management. During that time I earned the Certified Financial Planner designation.
Let’s create a bright future together and make money one less thing for you to worry about.
Professional Designations
- CERTIFIED FINANCIAL PLANNER™ Professional
Affiliations
-
CFP Board
- Fee Only Network
- National Association of Personal Financial Advisors
- The AGC
- XY Planning Network
- Fee Only Network
Primary Location
San Francisco, CA, 94115
Meeting Options
- Video Conference
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Package Offers
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory call. Typically our introductory call is designed to help identify whether our personalities are a good match (ideally we notice we enjoy communicating and collaborating together) as well as to confirm whether your needs are well aligned with my services to help address your needs. After our introductory call, you'll receive a summary of what I've learned about you thus far including the next steps to help you understand how to get started working together. You can then choose to either hire me and get started on your financial planning and investment management or to schedule another call with me to go into more detail and to answer more of your questions. I look forward to speaking with you.Offers Investment Management
Yes
About our Firm
Your time is valuable, spend less of it on your finances by outsourcing them to Skylark.Skylark Wealth was founded to strike the ideal balance for personal financial services combining the latest in technology with fiduciary level personal service alongside a fee structure that properly aligns incentives towards mutual long term success.
Skylark’s open architecture allows for serving clients wherever their assets may be held using the most suitable investments and evolves the platform with the latest in technology without restriction or limitation. Skylark’s fee-only fiduciary model incentives advice and action that is in the long-term best interest of its client.
WHO ARE WE THE BEST FIT FOR
✅ I want to outsource my finances to a professional I can trust
✅ I want to communicate together with a professional
✅ I want someone ethical who will act in my best interests at all times
✅ I want to sleep better at night
✅ I want to put myself in the best position to succeed
WHERE DO WE HELP?
🌎 SERVING THE SAN FRANCISCO BAY AREA AS WELL AS U.S. CITIZENS BOTH NATIONWIDE AND GLOBALLY
While Skylark Wealth is currently based out of San Francisco we serve clients both locally and nationwide including U.S. citizens currently (or those planning on) living abroad (i.e. retirees, digital nomads and those on sabbatical). We use the latest screen sharing and secure file transfer and storage technologies to serve and help our clients wherever they may be.
Education
University of Washington, Bachelor of Arts, Economics & Communications
Hobbies and Interests
- Cooking
- Exercising
- Family
- Golf
- Hiking
- Relaxing
- Traveling
- Walking
- Yoga
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Corporate Executives
- Dual Income Family
- Expats
- Gen X
- Living in Retirement
- Widow
- Young Families
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