Meet Saïd Israilov: Financial Advisor at Israilov Financial

Purposeful Planning Towards Your Ideal Future.

Welcome to our boutique wealth advisory firm.

Our Dual-Advisor Model provides a truly differentiated client experience - comprehensive, personalized, and free of conflicts of interest.

Our firm is built on a unique Dual-Advisor Model that combines comprehensive financial planning with customized investment management. As a CFP® professional, Said Israilov crafts tailored financial plans to help you achieve your life goals. Meanwhile, Max Stamakun, a CFA® charterholder, designs personalized investment solutions that prioritize risk management and portfolio optimization.

This collaborative approach ensures you receive the focused attention of two experienced professionals with complementary expertise. Working as an integrated team, we address every aspect of your financial life – from tax-efficient investment strategies to retirement distribution planning.

With two dedicated advisors who understand your unique circumstances, you’ll benefit from responsive, holistic guidance that adapts to your evolving needs and opportunities.
The journey to launching our firm began with helping friends and family navigate their finances. We discovered deep fulfillment in guiding them through key financial milestones.

It felt rewarding to help a friend plan for home ownership, assist a neighbor with their Roth conversion, and kick-start cousin’s retirement plan. These meaningful experiences evolved into a calling, inspiring us to create this independent advisory firm.

We’re dedicated partners in your life journey, committed to nurturing your dreams with the same care and attention we give our own family.
After working at large wealth management institutions serving ultra wealthy, we realized that a vast majority of accomplished young professionals don’t have access to fiduciary financial advice. They usually don’t meet the net worth requirements and often resort to bare-bones, impersonal, DIY robo-advisors.

Recognizing their tremendous wealth-building potential and need for holistic, personalized expert advice, we launched our practice to exclusively serve them.
Our proprietary Guided Financial Mastery framework offers a holistic approach to wealth management that goes beyond traditional investment advice. It seamlessly integrates behavioral coaching, strategic planning, and personalized guidance across all areas of your financial life.

Our ultimate aim is to guide you toward your financial ‘North Star’ – a state of complete financial well-being where security, independence, and personal fulfillment converge.

To learn more about how this framework can benefit you, visit our Guided Financial Mastery page.
We purpose-built our advisory practice to keep costs low and pass these savings on to you. By charging a flat fee, we ensure you receive unbiased advice at a fair price – so you don’t have to choose between quality and affordability. Curious about how flat fees compare to traditional AUM fees? Visit out our blog for a detailed breakdown.

As our practice grows, we intentionally limit our intake to just 1-2 clients each month. Why? This deliberate approach allows us to dedicate meaningful time to each engagement, foster a long-term mindset, and build lasting advisor-client relationships.

When you work with us, you’ll receive premium, personalized financial guidance that’s both accessible and cost-effective.

Meet Our Team

Saïd Israilov, CFP®

Said is a dedicated financial advisor specializing in comprehensive financial planning. With a strong commitment to helping clients achieve their life and financial goals, Said crafts tailored plans that address critical areas such as taxes, insurance, education, and estate planning, ensuring alignment with each client’s unique needs and aspirations.

As a CFP® professional, Said upholds the highest fiduciary standards, always prioritizing transparency, objectivity, and the best interests of his clients. Outside of his professional endeavors, Said enjoys coaching mindfulness and guided meditation, running marathons, and exploring podcasts on finance, science, and personal growth.

Learn More About Saïd

Max Stamakun, CFA®

Max is a dedicated financial advisor specializing in portfolio management, risk mitigation, and strategic asset allocation. With a deep commitment to helping clients achieve their financial goals, Max employs a disciplined, data-driven approach to craft tailored investment strategies that align with each client’s unique needs and risk tolerance.

As a CFA® charterholder, Max adheres to the highest standards of ethics and professionalism, ensuring that client interests remain paramount. Outside of his professional endeavors, Max enjoys staying active through MMA training, DJing, and deepening his knowledge through books on finance, behavioral economics, and decision-making.

Learn More About Max

Independent Fiduciaries Guiding Your Financial Journey

As fiduciary financial advisors, we are committed to always act in your best interest. We adhere to the highest ethical standards, ensuring your financial well-being remains our top priority in every decision and recommendation. For additional support and transparency, essential documents are available on our Important Links page.