A complete list of active advisors currently associated with Israilov Financial
Warmer can help you find a great advisor at Israilov Financial or one who fits your needs even better.
Israilov Financial serves individual and high‑net‑worth clients with a mix of comprehensive and project‑based financial planning, hourly advisory work, and a standalone, non‑discretionary investment advisory engagement that includes written investment policy development, portfolio design, and ongoing monitoring. The firm is fee‑only and discloses that it does not accept commissions for product sales. The firm’s investment approach is grounded in modern portfolio theory and primarily uses low‑cost index funds and ETFs, while retaining the ability to recommend tactical or actively managed positions when circumstances warrant. All investment advice is provided on a non‑discretionary basis: the adviser does not execute trades, does not custody client assets, and clients are responsible for implementing recommendations. Distinctive features include a very small, recently formed adviser with two principals who hold professional credentials (e.g., CFP® and CFA) and prior industry experience, a business model that integrates standalone planning with non‑discretionary advisory services, and operational choices uncommon for peers — notably no custody of client assets, an explicit refusal to accept commissions, and limited client counts reflective of a highly personalized practice.
To learn more about the advisors currently working at Israilov Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Cupertino, CA
| 3
| |
Cupertino, CA
| 1
|
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