Isaac Essay, CFP®SENIOR WEALTH ADVISER
Isaac Essay joins the United Capital Fort Collins office as a Wealth Adviser, with a history of advising successful families, businesses and institutions for over 10 years. He comes to United Capital after spending the last eight years at First National Wealth Management and currently holds the CERTIFIED FINANCIAL PLANNER™ designation. His credentials and in-depth experience have given him the ability to take a comprehensive view when working with his clients. Growing up in a family of small business owners, Isaac has a unique perspective on the special needs and challenges that business professionals deal with, and he particularly enjoys working with entrepreneurs and family businesses.
In addition to his industry credentials mentioned above, Isaac holds a Bachelor of Arts in Finance and a minor in Economics from Chadron State College. He holds the following licenses:
- Series 7, 63, 66 FINRA Securities Registrations
- Insurance (Life, Health and Variable Contracts)
Isaac currently resides in Fort Collins with his wife, Leslie, and two daughters.
Registered Representative of and offering securities through Cetera Advisor Networks LLC (“Cetera”), member FINRA/SIPC. Investment Advisory services offered through United Capital Financial Advisers, LLC (“United Capital”), an investment adviser registered with the SEC, and an affiliate of Goldman Sachs & Co. LLC and subsidiaries of The Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management and financial services organization. United Capital does not provide legal, tax or accounting advice. Clients should obtain their own independent legal, tax or accounting advice based on their particular circumstances. Cetera is under separate ownership from any other named entity.