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- Custodian
- Assetmark · Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-04-2018
- Office Locations
- 1
Office Locations
About From Planning TO Living LLC
From Planning to Living is a fee-only, fiduciary RIA focused on motivated millennials—often $250k+ earners with business or sales backgrounds—delivering comprehensive financial planning (cash flow, wealth building, tax planning) and tax-smart investment management aligned to near- and long-term goals. Based in Los Angeles and serving clients nationwide; advisor is listed with XY Planning Network and NAPFA.
Team overview
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Asset Classes
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Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MICHAEL DAVID IZBOTSKY
Chief Compliance Officer, Financial Planner, Owner
- CRD
- #6403831
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $6,201,205 | -- |
| Total | $6,201,205 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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