Executive Wealth Strategies

History

For the last 14 years, I have been working with all types of clients from executives at multinational corporations to young families who came as referrals and were just getting started. I have broad experience including executive compensation planning, comprehensive financial planning, investment planning, retirement planning, and risk management planning.

Specialties

I provide comprehensive, fee-based financial planning with an approach that centers on identifying any gaps in clients' existing plans and making recommendations designed to guide clients throughout all phases of their life, helping them pursue their goals and stay on track leading up to and during retirement. I have broad experience including executive compensation planning, comprehensive financial planning, investment planning, retirement planning, and risk management planning. I educate and help my clients execute more complex strategies including Net Unrealized Appreciation, 72T Early Distribution through Systematic Equal Payment Plan (SEPP) for early retirement, Optimizing Non-Qualified Pension Plans including Retirement Restoration Plans (RRP), Stock Option Planning including LTIP, RSU, and PSU, and other complex executive compensation wealth strategies. Alex Izmailov is a Registered Representative with and securities are offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through Strategic Wealth Advisors Group LLC., a registered investment advisor. Strategic Wealth Advisors Group LLC., and Executive Wealth Strategies are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, CO, NV, and WA. CA Insurance Lic #0F47213