Skylark Wealth, LLC
Fee-Only Financial Planner located in San Francisco, CA and serving clients across the country
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.
As you read more below you can keep in mind the CFP Board suggests 10 questions every client should ask their financial advisor. If I haven’t fully answered those questions below please feel free to ask.
Michal Skowronski is a Member of the National Association of Personal Financial Advisors
The 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.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
A San Francisco based wealth management firm focused on securing and actualizing client financial goals.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Michal Skowronski is a NAPFA-Registered Financial Advisor
The 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 a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® 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 Network
The 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
2443 Fillmore St
San Francisco, CA 94115