Isaac has been in the financial services industry for over 12 years. He joined Merrill Lynch Wealth Management in 2022 as a First Vice President and Financial Advisor. He is also a holder of the CERTIFIED FINANCIAL PLANNER® CFP® certification and Certified Exit Planning Advisor (CEPA®) designation. As a CFP® practitioner, he has experience providing wealth management planning to clients in areas such as retirement planning, business succession, education planning and trust and estate planning services.
Isaac is a qualified Portfolio Manager, who in addition to providing traditional advice and guidance, can draw from his experience to help clients pursue their objectives by building and managing custom investment strategies, selecting from a wide range of Merrill model portfolios and third-party investment strategies. When servicing clients through the Firm’s Investment Advisory Program, a Portfolio Manager may manage those strategies on a discretionary basis.
Isaac is an alumnus of Florida International University, where he earned a Master’s degree in Business Administration (MBA) from the Chapman School of Business. He also earned his Bachelor’s degree from Florida International University in Political Science. Isaac is a native Miamian of Cuban decent who speaks Spanish fluently. He lives in South Miami with his wife Elaine and their two children. Isaac enjoys swimming, cooking and traveling with his family in his spare time.
Understanding my clients' priorities is the most important part of my job. Each person's goals and aspirations is at the heart of our relationship. It's not just about markets and returns, it's about what matters most to you. I collaborate with my clients to create a plan personally designed for you and your family, with your goals and aspirations always being the priority. I strive to have close personal relationships with my clients and to always treat them like family.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
