Profile

Biography

Hello, I'm Mike Skolnick, CPA/PFS, founder of Axiom Advisory, LLC, a professional firm that provides comprehensive financial planning, tax planning, and investment management advice on a fee-only basis. I'm a graduate of the University of California, Los Angeles where I received a B.A. in Economics. I have been a CPA since 1992 and have been recognized by the American Institute of CPAs as a Personal Financial Specialist (PFS).

Organizations

Fee-Only Financial Advisor
Axiom Advisory, LLC
San Diego, CA

Credentials Held

Personal Financial Specialist (PFS) Credential

CPA Licenses Held

Education

Areas of Expertise

Personal Financial Planning -  Tax/Estate/Retirement/Risk Management/Investment
   Cash Flow Planning
   Charitable Planning
   Closely Held Business Planning
   Education Planning
   Elder Planning
   Employee Benefits/Executive Compensation
   Estate, Gift and Wealth Transfer Planning
   Fundamental Financial Planning Knowledge & Skills
   Individual Tax Planning
   Insurance Planning/Risk Management Planning
   Integrated Personal Financial Planning
   Investment Planning (withouit AUM or product sales)
   Retirement Planning
   Significant Event Planning (Marriage, Divorce, Family Additions, Death, etc.)
   Wealth Management/Investment Advisory Services