Client Advisory

Biography

Isabel is a Client Service Associate in the San Diego office. She is a member of the Wealth Management team, providing hands-on administrative and operational support to both clients and advisors.  

Prior to joining Cerity Partners, Isabel graduated Cum Laude from the University of Oregon’s Lundquist College of Business Undergraduate Honors Program with double minors in Psychology and Economics. At school, she was a Senior Analyst for the University of Oregon Investment Group where she helped actively manage around $2 million of university endowment funds and alumni donations. She also worked for Private Wealth Partners, LLC. in Mill Valley, California as a Finance Intern prior to her graduation. 

Originally from the Bay Area, Isabel enjoys spending her free time working out, exploring the outdoors, and watching the 49ers. 

Education

  • B.S. in Business Administration concentrating in Finance, University of Oregon

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