Investment & Planning

Isaak grew up in a small town in rural Washington State, eventually making his way to Los Angeles to attend Occidental College. There, he was a member of the Economics Student Association and played varsity basketball. He also honed his financial skills as an intern with a local CPA firm, working closely with the firm’s forensic and audit teams before graduating a year early with a bachelor’s degree in economics.

As an associate at Westmount, Isaak hopes to make a difference in the lives of the people he serves by acting as a liaison between clients and their advisors. Isaak provides valuable support in the areas of investment analysis, trading, financial planning, and client service.

Outside the office, Isaak enjoys photography, karaoke, playing basketball, and exploring the natural wonders of Southern California. He is also studying Japanese and hopes to visit the country someday.