John Isaac Email & Phone Number
Partner and Wealth Management Advisor @ WestPark Financial®
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John Isaac Location
- Glenwood, MD, US
John Isaac Work
- Partner and Wealth Management Advisor @ (April 2023 - Present)
- Wealth Management Advisor @ (March 1986 - Present)
- Sales Exec @ (January 1985 - March 1986)
- Sales Exec @ (August 1982 - March 1985)
- County Executive Staff | Larry Hogan @ Prince George's County Government (April 1980 - August 1982)
- College Coordinator @ The Energy Foundation (January 1980 - April 1980)
John Isaac Education
- Frostburg State University
Bachelor of Science (B.S.) (History and Political Science Double Major, Business Minor)
1975-1979 - Covenant College
History
1975-1977
John Isaac Skills
- Advisory Coordination
- Asset Allocation
- Asset Management
- Bonds
- Bonus Plans
- Budgeting
- Business Development
- Business Planning
- Business Strategy
- Business Succession Planning
- Cash Flow
- Cash Management
- Charitable Strategies
- Comprehensive Financial Planning
- Deferred Compensation Plans
- Disability Insurance
- Education Funding
- Employee Benefits Programs
- Estate Planning
- Executive Benefits Programs
- Executive Management
- Family Business
- Fee-Based Financial Planning
- Fee-based Financial Planning
- Financial Advisory
- Financial Analysis
- Financial Security
- Group Benefit Plans
- Group Health Insurance
- Legacy Planning
- Life Insurance
- Long-Term Care
- Mergers & Acquisitions
- Money Market Funds
- Multigenerational Planning
- Mutual Funds
- Permanent Life Insurance
- Retirement Income Strategies
- Retirement Planning
- Risk Management
- Stocks
- Succession Planning
- Tax Efficient Strategies
- Trust Services
- Wealth Accumulation
- Wealth Distribution
- Wealth Management Planning
- Marketing
- Research
- Wealth Management
- Management
- Strategic Planning
- Public Speaking
- PowerPoint
- Retirement Planning
- Direct Sales
- Financial Advisory
- Estate Planning
John Isaac Summary
- John Isaac, based in Glenwood, MD, US, is currently a Partner and Wealth Management Advisor at WestPark Financial. John Isaac brings experience from previous roles at Northwestern Mutual, Federal Express, Western Union and Prince George's County Government. John Isaac holds a 1975 - 1979 Bachelor of Science (B.S.) in History and Political Science Double Major, Business Minor @ Frostburg State University. With a robust skill set that includes Advisory Coordination, Asset Allocation , Asset Management, Bonds , Bonus Plans and more. John Isaac has 2 emails and 2 mobile phone numbers on RocketReach.
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Top WestPark Financial® Employees
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