Ira Isaacs Email & Phone Number

Ira is a past adjunct instructor at Kennesaw State University and Jacksonville University, where he taught financial planning courses for their continuing education programs. He also taught financial planning to employees of companies including CNN, Lockheed, Nabisco, and Phillips Electronics. Ira received an honorarium in 2002 from the Rosalynn Carter Institute for Caregiving, for speaking to an audience of parents of special needs children.He works with CPAs and accountants throughout the Southeast. He spoke at CPA chapters and associations including the New Orleans Chapter of the Society of Louisiana CPA’s, The American Woman’s Society of Certified Public Accountants of Georgia, and the annual convention of the Georgia Association of Public Accountants at Jekyll Island, Georgia. Ira has also authored numerous articles on personal and business financial planning and wrote a financial column for the Lakeside Ledger, a newspaper serving Cherokee and North Cobb counties for several years.Ira’s practice includes working with individuals on investment* and estate planning strategies and with businesses on benefits and other retirement plans including 401(k) evaluations and implementation.*Ira is a Registered Representative and Investment Adviser Representative of Equity Services, Inc., Securities and investment advisory services are offered solely by Equity Services, Inc., Member FINRA/SIPC, 1050 Crown Pointe Parkway, Suite 1700, Atlanta, GA 30338 (770) 512-5100. Apogee FP is independent of Equity Services, Inc. TC81721(0914)PI am licensed to sell insurance in GA. I am licensed to sell securities in GA, NY, AL, LA, MS, NM, SC, CO and FL. I cannot communicate with, nor respond to requests from people who reside in states where I am not licensed to conduct insurance or securities business.Ira earned the Chartered Financial Consultant (ChFC®) designation from the American College, Bryn Mawr, PA.

Listed skills include Accountants.

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  Executive Vice President

  Apogee Financial Partners

  Apr 2000 - Present

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  University Of Florida