Isaac Hansen graduated Cum Laude in 2002 from Saint Cloud State University with a double major in Finance and Economics. During his time at SCSU he spent two years serving as a member of The Husky Growth Fund which was an actively managed portfolio of assets meant to replicate the management of a growth mutual fund.
Isaac left the cold weather of Minnesota in 2003 and moved to San Diego where he spent two years enjoying the change of pace before beginning his career at Trilogy Financial Services in 2005. He thoroughly enjoyed helping clients with their individual investments, but quickly realized that many of them were very un-educated about the retirement plans they were already using through their employers. Since company sponsored plans such as 401k’s are the most significant savings vehicle available to most individuals he decided to focus his practice in this area.
Today Isaac is the financial advisor for over 60 company s’ 401k plans ranging from small doctors offices to companies with operations in multiple states. He takes this role very seriously and devotes much of his time to educating plan participants. In a time when many employees are limited to an 800# for questions and guidance, Isaac finds the individual personal attention he provides to be much appreciated.
Another area Isaac spends much of his time is working with high income earning business owners to maximize the tax benefits that can be provided through company sponsored qualified plans.
*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2013-2017 Five Star Wealth Managers.