CoverProfile

Isaac Berg

Financial Advisor

Howard Bailey

United States, Indiana, Fort Wayne

About Me

Isaac Berg is dedicated to helping provide clients with long-term retirement solutions and knowledge crafted to build a lifetime of financial peace. He is passionate about continually expanding his wheelhouse of the latest investment and financial strategies to help elevate the guidance he passes on to pre-retirees and retirees. Prior to joining Howard Bailey, Isaac cultivated his career in the financial field at several Indiana-based companies, gaining experience in areas such as financial processing, retirement planning and tax-filing; all of which created a platform for his current role as Financial Advisor. Isaac graduated from Indiana University Fort Wayne with a Bachelor’s degree in

View more

Profile Information

Financial Advisor

Howard Bailey

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Fort Wayne

Indiana

United States

Sep 9, 2024

More profiles to browse

Profile Photo
Kelsey Dagle
Financial Advisor
Profile Photo
Reid Braun
Financial Advisor
Profile Photo
Ryan Zeeb
Financial Advisor
Profile Photo
Rob Mccoy
Senior Financial Advisor, Investment Advisor

You Might Like

BH
Bob Helmer
President Emeritus
Baldwin Wallace University
NZ
Nancy Zatzman
Project Manager
Pennsylvania Capital Management
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services