Isaac has spent more than a decade as a Wealth Management Advisor, opening his own firm Bedrock Wealth Strategies in 2016. Isaac’s area of focus includes business owners, and senior employees at financial, technology, telecommunication, and cybersecurity companies. Isaac was honorably discharged from the United States Army in 2005. In his spare time, he enjoys skiing and yoga. He resides in Chappaqua, NY with his wife Clara and their children Pamela and Gael.
I am licensed and registered to offer products and services in NY. Licenses and registrations will vary.
Domiciled in NY, CA Insurance Lic #0I10193