Lisa Isaacson's Location
Montrose, Colorado, United States
Lisa Isaacson's Work
- Managing Partner @ WealthSource Partners, LLC
- Vice President, Client Executive @ Alpine Bank
- Financial Planner, Investment Advisor @ Elderado Financial
- CPA @ Teresa Campbell CPA
- Chief Accountant @ Gordon Composites
- Senior Accountant @ DWC CPAs and Advisors
Lisa Isaacson's Education
- College for Financial Planning
Masters (Education)
2016 - Minnesota State University - Mankato
Bachelor Of Science (Accounting)
- Minnesota State University
Lisa Isaacson's Skills
- Auditing
- HOA
- CPA
- Income Tax
- Personal Tax Planning
- Accounting
- Retirement Planning
- Financial Planning
- Tax
- Education
Lisa Isaacson's Summary
Lisa Isaacson, based in Montrose, Colorado, United States, is currently a Managing Partner at Wealthsource Partners, LLC, bringing experience from previous roles at Alpine Bank of Colorado, Elderado Financial, Teresa Campbell Cpa and Gordon Composites. Lisa Isaacson holds a Masters in Education @ College for Financial Planning. With a robust skill set that includes Auditing, HOA, CPA, Income Tax, Personal Tax Planning and more, Lisa Isaacson contributes valuable insights to the industry. Lisa Isaacson has 3 emails on RocketReach.
5 free lookups per month.
No credit card required.
If you need more lookups,
subscriptions start at $48 USD/month.
Not the Lisa Isaacson you were looking for?
Find contact details for 700 million professionals.
Others Named Lisa Isaacson
-
12
-
11
-
View
Lisa Isaacson
Floating Director Of Nursing Services at Telecare Corporation
Shingle Springs, CA, US1 -
21
-
View
Lisa Isaacson
RN Center for Breast Health and Disease Management at Barnabas Health
Florham Park, NJ, US22 -
ViewLisa Isaacson
Managing Director - Strategic Initiatives at U.S. Bancorp Asset Management
Minneapolis, MN, US23 -
ViewLisa Isaacson
Co-Founder, CBDO Nuleds Lighting-Over-Ip at Nuleds
Carlsbad, California, United States1 -
ViewLisa Isaacson
Special Assistant to the President and Chief Executive Officer at Breaking Ground at Breaking Ground (Homeless Services & Affordable Housing)
New York, New York, United States5+5+
People Like Lisa Isaacson
-
ViewLauren Cavanagh
Senior Vice President - Private Client Advisor at Jpmorgan Chase & Co.
Manhattan Beach, California, United States21 -
22
-
12
-
14
-
24
-
43
-
22
-
View
Anthea Perkinson
Founder, Principal at Monterey Associates LLC Financial Planning & Education
Village of Pelham, NY, US55+ -
35+
Top WealthSource Partners, LLC Employees
-
31
-
12
-
32
-
55+
-
ViewBryan Sullivan
Chief Executive Officer at WealthSource Partners, LLC
San Luis Obispo, California, United States23 -
33
-
21
-
12
-
22
-
ViewStewart Bale
Financial Advisor at WealthSource Partners, LLC
Grand Junction, Colorado, United States21 -
12
-
ViewNic Hansen
Client Relationship Manager at WealthSource Partners, LLC
Grand Junction, Colorado, United States1
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5
free lookups / month.
Search
Search over 700
million verified professionals across 35 million companies.
Get Contact Info
Get contact details including emails and phone numbers
(business & personal).
G2Crowd Trusted
300K+
Plugin Users
