Zeta Rho – Cal State – Fullerton
As a sophomore at California State University – Fullerton, Isaiah was given the opportunity to work as an intern with UBS Financial Services. He interned with UBS Financial Services for three and a half years, the full duration of his college term, before receiving a full-time offer when he began his last semester. Once full-time, he immediately became head of the client acquisition team for the group and worked alongside the top financial advisor to bring in more assets and create new relationships. In his position, he grew the client acquisition department from 2 people to 12 in 6 months and was listed in Barron’s Magazine as one of the top Financial Advisors in the United States. After receiving his Series 7 and Series 66 license to provide advice to clients, Isaiah joined the team he was working within the creation of their own Registered Investment Advisory business, working as a Wealth Advisor with Miramontes Capital. As a Wealth Advisor, Isaiah focused predominantly on investment management and client acquisition, managing roughly $40 million dollars in retirement portfolios. In December of 2017, Isaiah made the decision to partner with a family friend and mentor to open his own firm, Laguna Wealth Advisors.