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PFM Isaac Essay Fort Collins CO

Isaac Essay, CFP®

Vice President, Co-Head Of Office, Fort Collins

Isaac Essay, Fort Collins, is responsible for advising successful businesses, families, and individuals in the Fort Collins office of Goldman Sachs Personal Financial Management, within the Asset & Wealth Management business. He brings extensive experience in several financial disciplines to serve the needs of his clients.

Prior to joining Goldman Sachs Personal Financial Management Isaac served as a Director for First National Private Wealth Management.

Isaac is a Certified Financial Planner® Professional and graduated from Chadron State College with a bachelor’s degree in Finance.

Isaac makes his home in Fort Collins with his wife, Leslie and two daughters. He is actively involved in the Northern Colorado community and has a passion for helping local disadvantaged youth. Most recently, he was a board member and past president of Northern Colorado United for Youth (NOCO Unify) - a group of local businessmen in Northern Colorado that raise and grant funds to local children’s charities. The group has raised over $4,000,000 since inception.

United Capital Financial Advisers, LLC d/b/a Goldman Sachs Personal Financial Management ("GS PFM") is a registered investment adviser and an affiliate of Goldman Sachs & Co. LLC and subsidiary of The Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management, and financial services organization. GS PFM does not provide legal, tax, or accounting advice. Clients should obtain their own independent legal, tax, or accounting advice based on their particular circumstances.

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