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Isaac Presley

Isaac Presley, CFA, MBA

Partner & Practice Leader

Portland

Client Advisory

Biography

Isaac is a Partner and Practice Leader in the Portland office. As a member of the Wealth Management team, Isaac provides comprehensive financial planning, investment advisory, and tax-efficient strategies for high-net-worth clients navigating major financial decisions. He specializes in helping clients with concentrated employer stock diversify tax-efficiency, reduce risk, and make confident decisions during major life and career transitions.

Prior to joining Cerity Partners, Isaac was the Chief Executive Officer of Cordant Wealth Partners. In this role, he led the firm’s strategy, client experience, investment philosophy, and growth initiatives. He frequently writes and speaks on investing and wealth management topics, and his work has been featured in Bloomberg, U.S. News, Yahoo Finance, Business Insider, and Wealth Management magazine. Earlier in his career, Isaac worked in finance for two Fortune 500 companies.

Outside of work, Isaac enjoys traveling with his wife and their five children, and finding time for a good run, a good meal, and a good book.

Learn more about my practice.

Education

  • M.B.A. in Finance from Portland State University
  • B.S. in Finance from Oregon State University

Highlights

  • Chartered Financial Analyst (CFA)
  • Named to Investopedia’s Top 100 Most Influential Financial Advisors list five times
  • Board Member at TechStart

Latest Insights

Isaac Presley

Partner & Practice Leader

Individuals and Families

RSU Taxes Explained and 4 Tax Strategies for 2023

Restricted Stock Units are a popular form of stock compensation that are taxed as income as they vest. Learn how RSUs work and strategies to better understand potential tax planning considerations and support your overall investment strategy.

Isaac Presley

Partner & Practice Leader

Individuals and Families

Employee Stock Purchase Plan: The 5 Things You Need to Know

Offered by most publicly traded companies, an Employee Stock Purchase Plan is an employee benefit that allows you to purchase shares of your company stock at a discount. It’s this discount that’s the most significant advantage of ESPPs.

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Dustin Ribergaard

Principal & Client Experience Director

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Stephanie Bellisario

Principal & Client Experience Director

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Principal & Client Experience Director

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Here are some valuable insights to read before your meeting

James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Video: October 2026 Economic and Market Outlook

October 1, 2026 - In our October outlook, Jim Lebenthal, Partner and Chief Market Strategist, notes that the economy’s three key pillars—GDP growth, strong labor markets, and profit growth—remain…

Uncategorized

Cerity Partners Announces Three New Mergers, Adding Approximately $2.1 Billion in Assets Under Management

October 1, 2026 - We're pleased to announce that Cerity Partners has merged with three outstanding firms—Compass Wealth Management, Cornerstone Capital, Inc., and Echo Wealth Management.

Natalia Tchetchoulina

Partner

Individuals and Families

Donor-Advised Funds: A Powerful and Flexible Tool for Charitable Giving

September 23, 2026 - A donor-advised fund is a charitable giving account established with a sponsoring organization that allows individuals and families to support charitable causes they care about…

Learn about our Privacy Policy

By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.