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Axiom Advisory, LLC
San Diego, CA

Michael Skolnick

CPA, PFS
Fee-Only Personal Financial Advisor
Score:
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Meet Michael

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Introduction - Mike Skolnick
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Financial Plan First Approach - Mike Skolnick
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Managing Stock Options & Equity Awards - Mike Skolnick
Video Transcripts

Hello, I'm Mike Skolnick, President of Axiom Advisory, LLC. I understand how hard you work to secure your financial future, and that you should expect nothing but the best when seeking financial advice. That's why I've designed my services with you in mind.

When working with me, you'll see that I take the extra steps to understand what's important to you and provide the professional care you deserve. After all,…

Hello, I'm Mike Skolnick, President of Axiom Advisory, LLC. I understand how hard you work to secure your financial future, and that you should expect nothing but the best when seeking financial advice. That's why I've designed my services with you in mind.

When working with me, you'll see that I take the extra steps to understand what's important to you and provide the professional care you deserve. After all, it's your future... why settle for less?

And, as a fee-only planner, you can be assured that I work with your best interest in mind. My structure is designed to remove conflicts of interest, and I have taken a fiduciary oath to prove my commitment.

Finally, taxes will likely be your largest expense over your lifetime. If you're looking for a firm that truly understands your tax situation, look no further. Not only am I a skilled financial planner, but I'm a CPA with years of experience helping clients reduce their tax liabilities.

All the best,

Mike

An experienced CPA and Personal Financial Specialist (PFS) providing objective and comprehensive tax, financial planning, and investment management services to individuals and families on a fee-only basis.

Specialties:

  • Financial Planning
  • Retirement Planning
  • Investment Management
  • Tax Planning and Preparation
  • Estate Planning
  • Education Funding
  • Risk Management and Insurance Planning
  • Cash Management and Budgeting
  • Goal Development

Services offered

Investment Management
Financial Planning
Investment Consulting
Asset Allocation
Retirement Planning
Tax Planning
College Planning
Real Estate & Mortgage Advisory
Estate Planning
Insurance Management
Socially Responsible Investing

Experience with

Small business owners
Medical professionals
Finance professionals
Legal professionals
Business executives
Entrepreneurs
Families

Fee structure

Hourly
Flat Fee/Retainer
Based on % of assets

Certifications and licenses

CPA - Certified Public Accountant
PFS - Personal Financial Specialist

Memberships

AICPA - American Institute of Certified Public Accountants
NAPFA - National Association of Personal Financial Advisors
CALCPA - California Society of Certified Public Accountants

Education

BA
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