Isabel started her career in the financial services industry shortly after graduating from the University of Central Florida with a Bachelor of Science Degree in Finance. Isabel loves to learn more about her clients' situations and goals, and how to develop a plan to reach those goals. In 2023, she became a CERTIFIED FINANCIAL PLANNER® professional. 

Areas of Experience

- Comprehensive Financial Planning
- Investment Analysis and Management
- Wealth Accumulation, Preservation and Distribution Management Strategies

Education and Licensing

• B.S. in Finance, University of Central Florida
• Series 7, FINRA General Securities License
• Series 66, FINRA Uniformed Combined State Law License
• CERTIFIED FINANCIAL PLANNER® 
  

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