Issac Preis is a registered client associate. He has over nine years of experience working in finance. He earned the Series 7, Series 66, life, health, and variable annuity insurance license for Nevada. He became a Chartered Retirement Planning Counselor™ designee in 2022. He earned the Accredited Portfolio Management Advisor™ designation in 2023. He is also a Certified Notary Public in Nevada.
Born in Texas, Issac moved to Nevada and has lived here for over 25 years. Issac and his wife, Adriana, have been married 11 years, and have two young children. Issac enjoys volunteering at The Ronald McDonald House cleaning, cooking meals for families and providing supplies. He loves traveling with his family, watching movies and supporting his children in after school activities.
Raymond James is not affiliated with the above organizations and/or charitable causes.
CRPC™ and Chartered Retirement Planning Counselor™ are registered service marks of the College for Financial Planning.
