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Profile
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Mike Skolnick, CPA/PFS
Phone: (800)836-4792
Fax: (800)836-4792
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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).
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Organizations
Fee-Only Financial Advisor Axiom Advisory, LLC San Diego, CA
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Credentials Held
PFS - Personal Financial Specialist Credential
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CPA Licenses Held
California | Since 11/13/1992 | California | Since 11/19/1992 |
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Education
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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
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