CoverProfile

Isaac Wakszol

President, Founder, Chief Executive Officer

Activest Wealth Management

United States, Florida, Miami

About Me

As Founder and CEO of Activest Wealth Management, he leads with a focus on strategic initiatives, investment management, and enhancing client relationships. His extensive experience in the financial sector began in 1996, shaping his skills in portfolio management and financial planning, both domestically and internationally. Before founding Activest, he represented a Swiss private investment bank in Venezuela, gaining valuable international finance insights. His academic credentials include a civil engineering degree from Universidad Metropolitana and an MBA from IESA Venezuela and Babson College. Fluent in English and Spanish, he holds a Series 65 license, reflecting his deep commitment

View more

Profile Information

President, Founder, Chief Executive Officer

Activest Wealth Management

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Miami

Florida

United States

Sep 17, 2024

More profiles to browse

JX
Juan Xavier Sanchez
Portfolio Manager
JL
Jose Luis Cova
Portfolio Manager - Director

You Might Like

ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
DH
Darla Hansen
Chief Administrative Officer
Corvus Wealth Advisors
NC
Najib Canaan
Chief Executive Officer
Kingswood Group