Michael D. Izbotsky

FROM PLANNING TO LIVING

North Hills, CA

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CRD#: 6403831

Professional summary

Michael David Izbotsky, CFP® is a registered financial advisor currently at FROM PLANNING TO LIVING LLC located in North Hills, California.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Michael has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Core Areas of Focus

Business Owners

Entrepreneurs

Fixed Fee (Subscription

Retainer

etc.)

Investment Advice with Ongoing Management

Millennials

Biography

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:

	Friends and family make me happiest
	
	Coffee, good books, Netflix Originals, and podcasts get me through each day
	
	Camping, traveling, and exploring keep me rejuvenated and feeling free
	
	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.

Question & Answer

What are your service offerings?

Investment Planning

Insurance Planning

Retirement Planning

Debt Management

Employee and Employer Plan Ben...

Socially Responsible Investing

Comprehensive Financial Planni...

Small Business Planning

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael David Izbotsky's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2017

Experience

Current

September 4, 2018 - Present

FROM PLANNING TO LIVING LLC

RIA

CRD#: 298471

North Hills, CA

Past

October 15, 2025 - April 1, 2026

DISHMI CAPITAL, LLC

RIA

CRD#: 336392

West Hills, CA

Past

January 22, 2018 - July 12, 2018

LPL FINANCIAL LLC

RIA

CRD#: 6413

MANHATTAN BEACH, CA

Past

January 22, 2018 - July 12, 2018

LPL FINANCIAL LLC

CRD#: 6413

MANHATTAN BEACH, CA

Past

March 25, 2017 - January 23, 2018

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

LOS ANGELES, CA

Past

March 25, 2017 - January 23, 2018

MML INVESTORS SERVICES, LLC

CRD#: 10409

LOS ANGELES, CA

Past

July 6, 2015 - March 25, 2017

MSI FINANCIAL SERVICES, INC.

RIA

CRD#: 14251

LOS ANGELES, CA

Past

May 20, 2015 - March 25, 2017

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

LOS ANGELES, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(9/4/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/12/2015

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 7/12/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/20/2015

General Securities Representative Examination

Current Firm

FROM PLANNING TO LIVING LLC

CRD#: 298471 / SEC#:

California

Registered Investment Advisory firm - (9/4/2018 Approved)

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Contact information

Main Address

West Hills, CA

Mailing Address

Phone number

(818) 359-1219

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	41
AUM (Assets Under Management)	$ 4,313,741

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

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Advisor Monitoring

Firm Stability Insights

Michael D. Izbotsky

Professional summary

Core Areas of Focus

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael David Izbotsky's CRS (Customer Relationship Summary).

Certified licenses

Experience

DISHMI CAPITAL, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

MSI FINANCIAL SERVICES, INC.

MSI FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 6/12/2015

SIE

Date: 7/12/2018

Series 7

Date: 5/20/2015

Current Firm

FROM PLANNING TO LIVING LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FROM PLANNING TO LIVING LLC

TRUST BUT VERIFY

Contact information

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