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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. 

Learn more about my practice.

Education

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

Highlights

  • Series 65

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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.