“I am passionate about educating anyone with an entrepreneurial spirit about how to use the tools available to HELP reduce taxes and PURSUE long-term financial success.”
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 entrepreneurs…and has found that very few advisors specialize in this area.
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 in 2003 where he spent two years enjoying the change of pace before joining Trilogy in 2005. He thoroughly enjoyed helping clients with their individual investments but quickly realized that many of them were very uneducated about the retirement plans they were already using through their employer. Since company-sponsored plans such as 401ks are the most significant savings tool used by many he decided to focus his practice in this area. In 2015 the Financial Times named Isaac one of the top 401 advisors in the US who specializes in 401k plans, and he was one of the only advisors to make that list while focused on the small employer market.
Isaac’s personal interests include anything that has to do with the beach, playing guitar, and volunteering at various non-profits that are run by many of his clients.
Securities offered through LPL Financial, Member FINRA/SIPC. Trilogy investment advisor representatives offer investment advice through Trilogy Capital, Inc., a registered investment advisor. Some investment advisor representatives (IARs) of Trilogy Capital are not registered or affiliated with LPL Financial. Trilogy Financial and Trilogy Capital Inc. are separate entities from LPL Financial.