Wealth Manager
Isaiah Smith, CFP®, CPA
Aldrich Wealth LP
Isaiah's EXPERTISE
- CERTIFIED FINANCIAL PLANNER™
- Certified Public Accountant
- High-net worth individuals and families
- Financial planning
- Personal finance
- Investment management
Prior to joining Aldrich Wealth in 2020, Isaiah spent more than three years in public accounting, primarily working in the audit practice at a Big Four firm. Isaiah has experience with manufacturing and technology companies, as well as various employee benefit plans. His specialties included pensions and investments.
Isaiah provides strategic wealth management for high-net-worth individuals and business owners. He finds great purpose in helping clients achieve their goals and financial freedom.
Isaiah received his Bachelor of Science degree in business administration with a concentration in accounting from California State University, Monterey Bay. He is also a Certified Public Accountant.
