Rick Isaac

Rick Isaac Email and Phone Number

President and Founder of Isaac Financial Services & Altitude Financial Planning. @ Altitude Financial Planning
colorado springs, colorado, united states
Rick Isaac's Location
Colorado Springs, Colorado, United States, United States
Rick Isaac's Contact Details

Rick Isaac personal email

n/a
About Rick Isaac

Rick Isaac is the President and Founder of Isaac Financial Services/Altitude Financial Planning. He founded the firm in 1995 after 10 years of experience as a CPA. He was a State Gold Medalist and National Award winner on the Uniform CPA exam. As a former CPA with an analytical mindset, Rick has a strong understanding of the various actions and recommendations needed to handle tax implications.Rick holds a master’s degree in Taxation and Accountancy from Arizona State University. He holds FINRA Series 7, 24, 31, 63, 65 and 99 securities licenses. He specializes in comprehensive financial and wealth planning, including retirement planning, asset management, risk management and education planning. His passion is helping clients achieve their individualized lifetime dreams.In his free time, Rick enjoys traveling, outdoor activities and spending time with his seven children and 11 grandchildren.We have offices in Colorado Springs, Colorado and Wichita, Kansas and serve clients in these areas as well as across the country.Securities offered through Cambridge Investment Research Inc.,a Broker/Dealer, Member FINRA/SIPC.Investment Advisor RepresentativeCambridge Investment Research Advisors, Inc.,a Registered Investment Advisor.Cambridge and Isaac Financial Services, Inc. are not affiliated.Cambridge and Altitude Financial Planning, Inc. are not affiliated.

Rick Isaac's Current Company Details
Altitude Financial Planning

Altitude Financial Planning

View
President and Founder of Isaac Financial Services & Altitude Financial Planning.
colorado springs, colorado, united states
Website:
altitudefp.com
Employees:
5
Rick Isaac Work Experience Details
  • Altitude Financial Planning
    President
    Altitude Financial Planning 1995 - Present
    Colorado, United States
    We have a passion for helping our clients achieve their dreams and working collaboratively to accomplish that result. As a firm we offer over 60 years of combined professional experience and a wide variety of services including comprehensive financial and wealth planning, asset management, risk management, retirement planning and education planning. We deliver personal and visionary client service and are dedicated to cultivating long term relationships by focusing on what is important for the client and acting in accordance with a fiduciary standard.
  • Isaac Financial Services, Inc
    President
    Isaac Financial Services, Inc Mar 1995 - Present
    Colorado Springs, Co And Wichita, Ks
    One of the most powerful forces in life is clarity of purpose. For most Americans, ensuring a comfortable retirement is one of their primary lifetime goals. There are also those who have attained financial independence beyond their lifetime needs and now confront additional challenges, such as wealth preservation and ultimately providing for the efficient, intact transfer of assets to heirs or charities.In a media-saturated marketplace characterized by conflicting opinions and financial entertainment we choose to focus on financial education. Then combine that with a coordinated investment plan and a disciplined approach to the wealth management process. We believe in a responsible process, not attractive-sounding investment stories. The cornerstone of our investment philosophy is a strategic asset management model tied to a well-thought-out plan that can help our clients to achieve their lifetime goals."We Help Clients Achieve Their Lifetime Dreams By Making Wise Financial Choices"Registered PrincipalSecurities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC.Investment Advisor Representative Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.Cambridge and Isaac Financial Services, Inc. are not affiliated.
  • Kpmg
    Senior Tax Manager
    Kpmg 1986 - 1994

Rick Isaac Skills

Strategic Financial Planning Investments Retirement Financial Advisory Securities Financial Services Wealth Management Services Finance Business Strategy Finra Retirement Planning Long Term Care Fixed Annuities Insurance Estate Planning Mutual Funds Financial Planning

Rick Isaac Education Details

Frequently Asked Questions about Rick Isaac

What company does Rick Isaac work for?

Rick Isaac works for Altitude Financial Planning

What is Rick Isaac's role at the current company?

Rick Isaac's current role is President and Founder of Isaac Financial Services & Altitude Financial Planning..

What is Rick Isaac's email address?

Rick Isaac's email address is r.****@****oup.com

What schools did Rick Isaac attend?

Rick Isaac attended Arizona State University, Grace University.

What are some of Rick Isaac's interests?

Rick Isaac has interest in Investing And Financial Planning.

What skills is Rick Isaac known for?

Rick Isaac has skills like Strategic Financial Planning, Investments, Retirement, Financial Advisory, Securities, Financial Services, Wealth Management Services, Finance, Business Strategy, Finra, Retirement Planning, Long Term Care.

Who are Rick Isaac's colleagues?

Rick Isaac's colleagues are Craig Melsoni.

Not the Rick Isaac you were looking for?

  • Rick Isaac

    Senior Engineer At Wood Environment & Infrastructure Solutions
    Westerville, Oh
  • Rick Isaac

    Senior Engineer At Amec Foster Wheeler
    Dublin, Oh
    2
    brwncald.com, amecfw.com
  • Rick Isaac

    Agoura Hills, Ca
    1
    hrchangeworks.com
  • Rick Isaac

    Director Of National Accounts At Generamedix
    Scottsdale, Az
    1
    generamedix.com

    2 +190850XXXXX

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.