Anvar Izbakiev, CFP®, CPA Serenity Wealth Advisors LLC
- 806 Reisterstown rd Ste 5 , Pikesville, MD 21208
- (410) 870-7440
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.