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

Isaac Berg
Financial Advisor
Howard Bailey
United States, Indiana, Fort Wayne
About Me
Profile Information
Financial Advisor
Howard Bailey
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Fort Wayne
Indiana
United States
Sep 9, 2024
Keylinks
More profiles to browse
ME
Marti Evans
Financial Advisor
RN
Ryan Nuechterlein
Senior Financial Advisor
Reid Braun
Financial Advisor
Ryan Zeeb
Financial Advisor
You Might Like
ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management
DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC