Izabella Bobkiewicz
I am a Financial Advisor dedicated to helping individuals, families, and businesses build clarity, confidence, and long-term financial security. Originally from Gdańsk, Poland, I moved to New York City to attend Baruch College.
I provide thoughtful, goal-based planning and disciplined investment strategies tailored to clients’ individual goals. My approach is grounded in education, transparency, and a deep commitment to building client relationships.
I am passionate about financial literacy, holistic planning, and supporting others on their financial journey.
My areas of professional focus include:
Wealth Management
Investment Strategies
Retirement Planning
Tax Mitigation*
Tailored Business Solutions
Portability Planning
Izabella Bobkiewicz
(212) 292-3907
[email protected]
* Equitable Advisors and its associates and affiliates do not provide tax, accounting, or legal advice or services. You should consult your own such professionals accordingly.
Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC. AGE-8690087.2(01/26)(exp.01/30)
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