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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

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Profile Information

Financial Advisor

Howard Bailey

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Fort Wayne

Indiana

United States

Sep 9, 2024

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