President

Isaac is committed to helping his self-employed and small business owner clients make the most of their hard work. He spends the time needed educating his clients on the many tools that are available to manage their taxes and build assets to pursue their financial goals. He enjoys working through the unique challenges and opportunities that exist for entrepreneurs. Doing effective work for a business owner often means teaming with other professionals such as CPA’s, and Isaac embraces this collaborative approach.

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Financial Advisor

Marisa Butler is a financial advisor and environmentalist, with over five years of experience specializing in retirement planning. Marisa obtained her B.A. in Economics from Stonehill College, with a special interest in environmental and political economics. She enjoys educating her clients on how they can simultaneously invest for their own financial future, while also honoring their own personal morals. She believes the best way to do this is by incorporating ESG factors into your long-term investment decisions.

Administrative Assistant

Tiffany Lapetina grew up in the Chicago area. She fell in love with San Diego on her first visit and made the move to Ocean Beach in 2017. She has had various administrative roles in the corporate world but wanted to move to a business where she could help people make a positive difference in their lives. Although new to the industry, she is enjoying learning the ins and out of the financial world. She strives to further her career here, eventually helping clients work towards their retirement goals.