Anvar Izbakiev, CFP®, CPA Serenity Wealth Advisors LLC

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About Anvar Izbakiev, CFP®, CPA

Hi, I’m Anvar. As a Certified Financial Planner™ and Certified Public Accountant I work with Immigrant families from the Middle East and Asia to help with: Financial Planning, Investment Management, and Tax Planning. I will help you address any pain points which you might already have and set you on the right track. As we all know there are a lot of people who masquerade as a Financial Planner where in reality they are just trying to sell you another financial product which you don’t need. Me being a fiduciary means that I will not sell you products which you actually don’t need, and I will work in your best interest.

I earned my MBA Degree in 2008 from Troy University, AL. Shortly after that, I began my career in the financial industry as a tax accountant in 2008 and got my CPA license in 2009. Primarily working with Individual taxpayers and small business owners. In addition to my CFP® and CPA Licenses, I hold USTCP (United States Tax Court Practitioner) designation and QBO Proadvisor.
In 2016 I have opened my own accounting firm, where I continue to work as a CPA and Owner of Ameritax Accounting, located in Pikesville, Maryland.
In 2019, I opened Serenity Wealth Advisors, LLC, registered as an Investment Adviser with the State of Maryland in 2018.

I leverage my CPA and tax experience to provide clients tax planning and tax-related advice. I am a CERTIFIED FINANCIAL PLANNER™ working out of my office in Pikesville, Maryland, I enjoy working with small business owners and Immigrants who are trying to build their wealth in an efficient manner.

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Ideal Clients

  • Business Owners
  • Gen Y/Millennials
  • Immigrants
  • Russian Speaking

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee
  • Assets Under Management

Fee Options:

  • Monthly Fee: $200+/mo
  • Quarterly Fee: $600+/qtr
  • Flat Fee: $500+/engagement
  • AUM: 0.95%

SEC Records

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