Managing Partner / Wealth Advisor
Isaac has more than twenty years of professional and educational experience in financial services. This experience includes more than twelve years as a financial planner here in Portland, Oregon. Holding a dual Bachelor of Science in both Financial Services and Financial Accounting, he has the knowledge and experience to help you build a plan for your financial future.
As a Managing Partner of Pride Financial Partners, Isaac has the resources necessary to help you work toward a sense of Pride when it comes to your financial future. Among a wide array of financial products, he focuses on wealth accumulation using individual securities, mutual funds and various other investments types. He is motivated to tackle these responsibilities because a number of people closest to him have been hurt physically and financially by a lack of retirement and preservation planning.
Isaac works with clients either on a fee-for-service basis while creating a holistic and comprehensive financial plan, or on a single-need basis for product purchases. He typically sits down face to face with you for an extensive goal planning session, which will help determine your best plan of action. Isaac then works side by side with you to implement that plan.
Isaac serves as a board member for the Portland New Generations Rotary Club. He is a former board member of the National Association of Insurance and Financial Advisors (NAIFA) and former chair of the Young Advisors Team of Oregon (YAT). He is also a proud supporter of a number of non-profit organizations; Rotary International, PHAME Academy, Our House, MS Society, Friends of the Children, Q Center and many more.