Michal’s Approach
Michal A. Zyla
CFP®
Financial Advisor / Member Owner
Overview
Michal is a financial advisor in Savant’s Los Gatos, California, and New York, New York, offices.
Michal provides comprehensive wealth management, including conducting analyses, providing recommendations, and assisting with plan implementation. He specializes in guiding employees at start-ups and public tech companies through the complexities of their equity compensation.
As a CERTIFIED FINANCIAL PLANNER® professional, Michal is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.
Michal has been involved in the financial services industry since 2018. Prior to joining Savant, he was a wealth advisor for Parkworth Wealth Management until it joined with Savant in 2025.
Michal is a member of the National Association of Personal Financial Advisors (NAPFA). He earned a bachelor of arts degree in economics from Columbia University.
Michal was a member of the men’s swim team at Columbia University and swam at the 2016 U.S. Olympic Trials. In his free time, he enjoys swimming, hiking, and playing board games.
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
Education
- Columbia University
Bachelor of Arts in Economics
Professional Designations
- CERTIFIED FINANCIAL PLANNER® professional
Affiliations
- National Association of Personal Financial Advisors (NAPFA) – member
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
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SearchDisclosures
CFP®
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.