Michael Izbotsky

CFP®

Financial Planner | Owner

From Planning to Living LLC

Los Angeles, CA

Anywhere / Virtual Meetings

I work primarily with motivated millennials who earn $250k+ per year. My firm's motto: "We handle the planning so you can get to living." My job is to help you spend your most valuable asset, your time, however you want.

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Schedule a Meeting

Virtual or Phone

I am Fee-Only

I do not accept commission, referral fees, or compensation of any kind based on selling financial products, without exception.

I am a Fiduciary

I will put your best interests first, and fully disclose and manage unavoidable conflicts fairly in your favor, at all times.

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Things to Know

Our typical client has a household income of $250k+.
Many of our clients have experience running their own business or working in sales.
We work virtually with clients throughout the U.S.
We charge a flat annual planning fee, paid quarterly or monthly.
We offer investment management services for an added fee.

Get to Know 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.

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 skate session each week.)

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

I Can Help You With:

Comprehensive Financial Planning
Investment Management
Tax Planning
Cash Flow Optimization
Stock Options & Equity Comp

Ideal Clients:

Growing Families
Sudden Money Situations
Business Owners and Executives
Motivated Millennials

FAQ with Michael Izbotsky

What are your financial planning fees?
What are your investment management fees?
Can I hire you to just manage my investment portoflio?
Do you work with clients in other states or cities?
Do you offer one-time plans or project based work?

For single clients we charge $4,200 annually, paid quarterly or monthly.

For couples we charge $5,400 annually, paid quarterly or monthly.

What are your financial planning fees?
For single clients we charge $4,200 annually, paid quarterly or monthly.
For couples we charge $5,400 annually, paid quarterly or monthly.
What are your investment management fees?
Can I hire you to just manage my investment portoflio?
Do you work with clients in other states or cities?
Do you offer one-time plans or project based work?

Fee-Only and Fiduciary - Without Exception

Watch Our Video: Fee-Only, Fiduciary, Independent

Fee-Only and Fiduciary: Two Non-Negotiables When Hiring a Financial Advisor

Fee-Only, Fee-Based, and Commission-Based Financial Advisors - What's the Difference?