Rick Isaac

200x200_0002_RickRick Isaac, President of Isaac Financial Services, Inc., has been serving clients for nearly 30 years. He founded Isaac Financial Services, Inc. in 1995 after 10 years of experience as a CPA.

Rick holds a master’s degree in taxation and accountancy from Arizona State University, as well as FINRA Series 7, 24, 31, 63, 65, and 99 securities licenses. He is a member of the Financial Planning Association® and specializes in asset management, legacy planning, tax efficiency, and retirement planning.

In his free time, Rick is a volunteer coach for high school and youth athletes in track and field, cross country, and basketball. He enjoys outdoor activities such as running and golfing. Rick and his wife, Gwen, have been married for over 30 years and live in Colorado Springs. They are blessed with seven children and six grandchildren.

Contact Rick at 719-481-5898, rick@isfgroup.net, or rick@altitudefp.com.

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