Isaac Essay

Isaac Essay, CFP®

Vice President, Co-Head Of Office, Ft. Collins

Isaac Essay, Ft. Collins, 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.

Ready to start a conversation? We’re here to listen.


Tell us about yourself at no cost or obligation.

  • An introduction to an advisor
  • A personal conversation
  • Your questions answered

Confirmation success!

Thank you for your submission.

By submitting the above, you acknowledge that the information you are providing is subject to our Privacy Policy and Terms of Use. You also consent to our marketing of products and services through a variety of means, including automated email systems, that you will be responsible for charges incurred in connection with a call or email, and that we may share your information with our affiliates for marketing.

To withdraw your consent to receive calls or to change your preferences, please call us at 1 (800) 796-3315. To stop marketing emails, follow the opt-out instructions in the email received.