475 Alberto Way, Suite 210 Los Gatos , CA 95032

408.436.9800

545 Fifth Avenue, Suite 1108 New York , NY 10017

212.273.0400

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.

Articles &
Media

The NSO Tax Trap: Why Tech Professionals Sometimes Pay Tax Twice on the Same Income

Education &
Designations

Columbia University
Bachelor of Arts in Economics
CERTIFIED FINANCIAL PLANNER® professional

Affiliations &
Community Service

National Association of Personal Financial Advisors (NAPFA) – member

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.

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