Isaac Essay, CFP®VICE PRESIDENT, SENIOR WEALTH ADVISOR
Isaac Essay counsels clients on investment opportunities, in alignment with each client's needs, goals and tolerance for risk at the Fort Collins office of Goldman Sachs Personal Financial Management, within the Consumer and Investment Management Division of Goldman Sachs. Growing up in a family of small business owners, he offers a unique perspective and particularly enjoys working with entrepreneurs and family businesses.
For more than 10 years, Isaac has been advising a wide range of clients. He joined what is now Goldman Sachs Personal Financial Management after spending the previous eight years at First National Wealth Management.
Isaac received a Bachelor of Arts in Finance with a minor in Economics from Chadron State College and has earned designation as a CERTIFIED FINANCIAL PLANNER™ (CFP®).
He resides in Fort Collins with his wife Leslie and two daughters.
Investment advisory services offered by United Capital Financial Advisers, LLC d/b/a Goldman Sachs Personal Financial Management (“GS PFM”), a registered investment adviser and an affiliate of Goldman Sachs & Co. LLC (“GS&Co.”) and subsidiary of The Goldman Sachs Group, Inc. a worldwide, full-service investment banking, broker-dealer, asset management, and financial services organization. Brokerage services offered through GS&Co. or Mercer Allied Company, L.P. (“Mercer”), member FINRA/SIPC. GS&Co., Mercer and GS PFM do not provide legal, tax, or accounting advice. Clients should obtain their own independent legal, tax, or accounting advice based on their particular circumstances.