Background
- Associate Advisor, Boulevard Wealth Management, Inc.
- Wealth Management Consultant, Oak Ridge Financial Services Group
- Financial Planning Intern, White Oaks Wealth Advisors
- Financial Planning Program Student Director, University of Minnesota Duluth
Services Role
- Plan Preparation, Analysis and Design
- Integration of Cash Flow, Benefits, Retirement, Tax, Investments, Insurance and Estate Plans
- Portfolio Optimization, Accounting and Rebalancing, Trades Support
Education
- Bachelor of Business Administration, Financial Planning, University of Minnesota Duluth
- Bachelor of Business Administration, Finance, University of Minnesota Duluth
- CERTIFIED FINANCIAL PLANNER™ Curriculum
Distinctions
- Licensed Producer for Life, Health, Disability, and Long-Term Care Insurance
- Series 66 - Uniform Combined State Law Examination
- CERTIFIED FINANCIAL PLANNER™ - January, 2024
Advisory and Insurance Services through Boulevard Wealth Management, Inc. (dba BOULEVARD), A Registered Investment Advisor and . Licensed Insurance Agency. Isaac Benner, CFP® does not offer tax or legal advice. Please consult the appropriate advisor. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.