Financial Planners

mike troxell

Mike is a financial planner and investment advisor serving clients nationwide. Recently he was named to Investopedia’s 100 Top Financial Advisors of 2022. Mike, who founded Modern Financial Planning in 2018, previously worked at a San Francisco-based $5 billion wealth management firm. Prior to financial planning, Mike prepared tax returns at a San Francisco CPA firm.

Mike also has served on the executive board for the Financial Planning Association of San Francisco and has been quoted in publications such as CNN, Huffington Post, and InvestmentNews. He graduated from Northeastern University in Boston, MA.

He lives with his wife, Jet, and four children.

yulia petrovsky

Yulia is a financial planner based in the San Francisco Bay Area. Prior to transitioning to providing comprehensive financial advice, Yulia spent 10 years in the tax world working with high net worth business owners, tech professionals, and their families. Yulia's dual expertise as both a CPA and CFP® makes her a particularly valuable resource when it comes to tax-intensive subjects such as equity compensation.

In 2020, Yulia joined forces with Mike at Modern Financial Planning. She takes a holistic approach to her clients' financial well-being. This includes equity compensation and tax planning, investment and retirement strategies, insurance coverage, estate planning, and navigating the unexpected twists and turns that life inevitably presents.