Isaac is committed to helping his self-employed and small business owner clients make the most of their hard work. He spends the time needed to educate his clients on the many tools that are available to manage taxes and build assets to pursue their financial goals. He really enjoys working through the unique challenges and opportunities that exist for an entrepreneur.
As a child growing up in Minnesota, Isaac was always interested in investing and knew this was the industry for him. He left the cold and moved to San Diego, joining Trilogy in 2005. While he thoroughly enjoyed helping clients with their individual investments, he quickly realized that many of them were very uneducated about the retirement plans they were utilizing through their employer. Since company-sponsored plans such as 401(k)s are the most significant savings tool used by many, he decided to focus his practice in this area. In 2015, that work was recognized by the Financial Times, who named Isaac one of the Top 401(k) Advisors in the U.S. who specializes in 401(k) plans*. He was one of the few advisors recognized who focused on the small employer market.
Isaac is a Circulate San Diego member and volunteers with various charities run by his clients. He is an Investment Advisor Representative with Trilogy Capital, Inc. in which he holds his Series 65 Registration. He holds his Series 7 Registrations with LPL Financial.
*Awarded to financial advisors advising at least $75 million in defined contribution (DC) plan assets where DC plans represent at least 20% of total AUM. Graded on several criteria, including growth in DC plans and assets, plan participation rates, experience, and industry certifications, and compliance record.