Serenity Wealth Advisors

Who We Are

Serenity Wealth Advisors LLC is a client-focused financial planning firm dedicated to empowering individuals and families to achieve their financial goals. We believe that financial clarity and confidence should be within everyone's reach, and we strive to make the complexities of personal finance understandable and actionable. Our approach centers on personalized advice, tailored strategies, and a commitment to building lasting relationships with our clients.

Advice-Only Financial Planning

At Serenity Wealth Advisors, we provide comprehensive "Advice-Only" financial planning services. This means we act as your trusted advisors, offering guidance and expertise without managing your assets directly. We believe that transparency and understanding are paramount, and our approach avoids any conflicts of interest that can arise from managing investments. We work alongside you to develop a clear roadmap for your financial future, providing clarity and empowerment every step of the way.

Addressing your Financial Challenges

Many individuals and families face common financial challenges that can feel overwhelming.

• Lack of Confidence: Not feeling secure about your future financial well-being can be a major source of stress. We address this by creating a personalized financial plan that outlines your current situation, identifies potential risks, and maps out a clear path to achieve your goals.

• Limited Financial Knowledge: Understanding complex financial concepts can be daunting. We break down complex financial information into clear and understandable language, empowering you to make informed decisions about your finances.

• Uncertainty About Saving and Investing: Figuring out how much to save, when to start, and how to invest wisely can be challenging. We provide in-depth analysis of various financial scenarios, helping you determine the most effective strategies for saving for retirement, your children's education, a down payment on a home, or other important life goals.

Certifications and Expertise

As a Certified Financial Planner (CFP), Anvar M. Izbakiev brings extensive expertise and a commitment to ethical standards to Serenity Wealth Advisors. Anvar's credentials, combined with his over 10 years of experience in tax accounting and financial planning, ensure that our clients receive comprehensive and reliable guidance.