Michal Zyla

CFP®

Parkworth Wealth Management, Inc.

Wealth Advisor

Michal Zyla

CFP®

Parkworth Wealth Management, Inc.

Wealth Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Michal Zyla, CFP®

408-436-9800

Fee-Only financial planner located in San Jose, CA, serving clients locally and across the country

Meet Michal Zyla

Michal Zyla has always enjoyed drawing on his talents to help others. In college, he relished his time as a tutor and volunteer swim coach for a low-income high school in New York. And now, as a wealth advisor, he is excited to apply his financial knowledge and skills in helping our clients grow and preserve their wealth.

A recent graduate of Columbia University, Michal developed his interest in finance while interning with Kaiser Permanente in the treasury department, where his duties included management and record-keeping of the company’s cash flow.

Today, at Parkworth Wealth Management, he applies a similar analytical mindset to his work as a wealth advisor. His responsibilities include assisting with the preparation of client financial plans, portfolio rebalancing, and tax projections—all with the goal of helping our clients live their best financial life.

Originally from Walnut Creek, California, Michal is also a high-powered swimmer. He began swimming competitively at eight years old, competed at the 2016 U.S. Olympic Team Trials, and finished his Columbia undergraduate career with four school records.

EDUCATION AND CERTIFICATIONS

  • Bachelor of Arts, Economics, Columbia University
  • FINRA Series 65 Securities License

Michal Zyla is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a 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.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Michal Zyla is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

Contact Michal Zyla

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Office Locations:

  • 100 Century Center Ct
    Suite 670
    San Jose, CA 95112
  • 2100 Geng Road
    Suite 210
    Palo Alto, CA 94303

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