A lifelong resident of the Richmond area, Isaac has built Financial Dynamics & Associates Inc. into a successful comprehensive financial planning firm focused on trust, transparency and meaningful relationships for over 20 years. His reputation is that of a problem-solver while creating open dialogue to help each person feel understood when discussing important financial matters. Isaac developed a custom process used at FDAA titled “Complete Planning Review” (CPR) to further help people identify and prioritize financial planning goals. Isaac states, “Making an impact for our clients and community is what matters most when you walk through our doors!”Isaac is well recognized amongst his peers and sincerely enjoys helping families reach their financial, retirement and estate planning goals. He has been a keynote speaker and consultant for many organizations and financial firms. He has authored the book Navigate Your Way to a Secure Retirement, hosts a weekly podcast “Wright Money Tips” and has contributed to many media outlets including CBS, WRVA, Kiplinger and more.Registered as an Investment Adviser Representative, Isaac upholds the fiduciary standard, which means he puts the interests of his clients ahead of his own. He is a graduate of Virginia Commonwealth University and has earned both CPF® and ChFC® certifications. Isaac holds licenses in life, annuity and health insurance.Advisory services offered through J.W. Cole Advisors, Inc. (“JWCA”). Financial Dynamics and Associates, Inc. and JWCA are unaffiliated entities.Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.