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Michal A. Zyla

CFP®

Financial Advisor / Member Owner

Overview

Michal Zyla is a financial advisor who specializes in helping employees at start-ups and public technology companies navigate equity compensation. He serves clients from Savant’s Los Gatos, California, and New York, New York, offices.

Michal partners with individuals and families to provide comprehensive wealth management strategies that align with their financial goals. He conducts detailed analyses, develops personalized recommendations, and helps clients implement financial plans.

As a CERTIFIED FINANCIAL PLANNER® professional, Michal advises clients across a wide range of financial planning disciplines, including retirement planning, retirement income optimization, cash flow planning, wealth transfer strategies, philanthropy, proactive tax planning, estate planning, insurance analysis, debt management, and education funding.

Before joining Savant, Michal served as a wealth advisor at Parkworth Wealth Management. He entered the financial services industry in 2018 and continued with Savant when Parkworth joined the firm in 2025.

Michal is a member of the National Association of Personal Financial Advisors (NAPFA). He earned a bachelor’s degree in economics from Columbia University in New York.

A former member of Columbia University’s men’s swim team, Michal competed at the 2016 U.S. Olympic Trials. He enjoys swimming, hiking, and playing board games.

Areas of Focus

Michal’s Approach

A personal approach and thoughtful guidance delivered with care, clarity, and insight shaped by your vision and goals.

Comprehensive Wealth Management

Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.

Comprehensive Wealth Management

Financial Planning

Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.

Financial Planning

Investment Management

Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.

Investment Management

Estate Planning & Wealth Transfer

Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.

Estate Planning & Wealth Transfer

Trust Services

Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.

Trust Services

Equity Compensation

Guidance for navigating equity compensation, including stock options, restricted stock, and other awards, as part of your broader financial and tax planning strategy.

Equity Compensation

Technology Professionals

Guidance for tech professionals navigating stock options, RSUs, equity compensation, and related tax considerations as part of a broader financial plan.

Technology Professionals

Tax Advisory & Preparation

Working year-round to help you stay ahead of changing laws, find strategies to help lower your tax burden, and find new opportunities.

Tax Advisory & Preparation

Education

  • Columbia University
    Bachelor of Arts in Economics

Professional Designations

  • CERTIFIED FINANCIAL PLANNER® professional

Affiliations

  • National Association of Personal Financial Advisors (NAPFA) – member

Office Locations

Serving clients from our offices in Los Gatos and New York.

Los Gatos

475 Alberto Way, Suite 210 Los Gatos, CA 95032

New York

545 Fifth Avenue, Suite 1108 New York, NY 10017

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Disclosures

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.

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