Izabela Betlinska
Lakewood
CO
80228
Professions
Financial Advisor
About Me
Workshops Offered
Allocation & Modern Portfolio Theory
Budgeting
Estate Planning
Exploring Your Options for a Quality Retirement
Getting Fiscally Fit
Financial Blunders
Getting Your Financial House in Order
Social Security Explained
Investing Basics for Women
Issues of Aging Parents
Taking Control of your Cash - Addressing Debt
Strategies for a Sustainable Income in Retirement
Understanding 401k Rollovers
Women Approaching Retirement and Beyond
Financial Behavior
As a financial advisor with Summit Global Investments, I’m passionate about empowering my community—especially women—through financial education. I specialize in designing personalized, tax-efficient financial roadmaps for individuals and businesses, helping them pursue their goals with confidence and clarity.