Isaiah works closely with individuals and families to protect and grow their wealth while navigating complex financial decisions. As both a CFP® and CPA, he brings a tax-aware, analytical approach to financial planning, but believes understanding people is just as important as understanding the numbers. He takes the time to build genuine relationships with his clients, believing the better he knows them, the better he can guide their decisions and help them enjoy their wealth on their own terms.

Isaiah earned his accounting degree from California State University, Monterey Bay, where he played basketball. He spent several years in Big Four public accounting before joining Aldrich Wealth in 2020.