Michael Izbotsky (CRD# 6403831) is an Investment Advisor Representative working at From Planning To Living LLC in Los Angeles, CA and has over 8 years of experience in the finance industry. Michael Izbotsky has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| From Planning To Living LLC | North Hills, CA | Jul 2018 - Current | 5 |
| Abacorp Cnc Machined Parts | Chatsworth, CA | Aug 2018 - Feb 2020 | 1 |
| Kinecta Financial & Insurance Services | Manhattan Beach, CA | Jan 2018 - Jun 2018 | < 1 |
| Massmutual Greater Pacific | Los Angeles, CA | Jul 2016 - Jan 2018 | 1 |
| Metlife Premier Client Group | Los Angeles, CA | Aug 2015 - Jul 2016 | < 1 |
| Metlife Premier Client Group | Los Angeles, CA | Sep 2014 - Aug 2015 | < 1 |
| Unemployed | North Hills, CA | Aug 2013 - Aug 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2015 |
- CA
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Total Assets Under Management3MILLIONS
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Total Number of Accounts33ACCOUNTS
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Average Account Value$95,361
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA
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