Starting an Investment Firm and Life as an Financial Advisor

In this episode, I sit down with Isaac to explore how his interest in finance first developed and what inspired him to launch his own investment advisory firm. We discuss the challenges he faced, the steps he took to establish himself in the industry. Isaac also shares insights into his day-to-day life as a financial advisor, offering a behind-the-scenes look at what it’s like to manage client portfolios. Plus, he talks about the unique hurdles of running two companies while maintaining a healthy work-life balance.