Michal Skowronski
CFP®
Skylark Wealth
Principal
Michal Skowronski
CFP®
Skylark Wealth
Principal
As a fiduciary financial planner, you can rest assured that I am always working in your best interest. - Michal Skowronski, CFP®
Your time is valuable, spend less of it on your finances by outsourcing them to Skylark.
I founded Skylark Wealth to strike the ideal balance for personal financial services combining the latest in technology with fiduciary level personal service alongside a fee structure that properly aligns incentives towards mutual long term success.
Skylark’s open architecture allows me to serve clients wherever their assets may be held using the most suitable investments and to evolve the platform with the latest in technology without restriction or limitation. Skylark’s fee-only fiduciary model incentives me to do only that which is in the long-term best interest of my clients. In fact, I have signed a fiduciary oath to do so.
For 10 years prior I worked at a similarly structured Registered Investment Advisor that grew from $75mm to $1b in assets under management. During that time I earned the Certified Financial Planner designation. Click here to learn more about the CFP® designation.
Michal Skowronski's fiduciary obligation is governed by:
A San Francisco based wealth management firm focused on securing and actualizing client financial goals.
We’ll get to know you and your family. We’ll work together to gather and organize your information. We’ll create and implement a plan based around your goals and needs. We’ll manage the plan and adjust for any changes along the way.
Learn Why Fiduciary Matters When Choosing a Financial Advisor:
Specialties
- Financial Planning
- Retirement Planning
- Investment Management
- Business Planning
- Estate Services
- Education Planning
Ideal Clients
- Retirees and Near Retirees
- Young Families
- Entrepreneurs & Business Owners
- Medical Professionals
- Military
- Sudden Money Situations
Working Together
- In-Office Meetings
- Virtual Meetings
- No-Cost Initial Consultation
- Hourly Fee
- Monthly Retainer
- % of Assets Under Management
Professional Designations & Affiliations
-
Michal Skowronski is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
-
Michal Skowronski is CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
-
Michal Skowronski is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Contact Michal Skowronski
Office Locations:
-
2443 Fillmore St Num 380-1492
San Francisco, CA 94115