Howard Isaacson is financial planner and consultant.  He is highly valued by his clients in the areas of financial planning, retirement strategies, risk and tax mitigation, and all other things financial. 

 

Over the past sixteen years, Howard has honed his skills with Wall Street powerhouse firms, Merrill Lynch,  UBS and Smith Barney. As Howard prefers to work with and for his clients, rather than sell, he subtly shifted gears and joined CapitalRock, a Registered Investment Advisor.  Prior to relocating to Naples, Howard was a practicing CPA and Director of Audit Assurance Services for Deloitte for five countries in South Central Europe. He was also COO for Deloitte & Touche Slovenia, and a former Senior Manager for Deloitte & Touche in New York City, serving national Securities Exchange Commission clients.

 

Howard received his B.S. in Accounting and Finance from Georgetown University and earned a MBA in Corporate Finance and International Management from Columbia University in NYC.

 

Howard is Trustee for the South Florida National Parks Trust, Treasurer and Director of Collier Child Care Resources, Co-chair of the Scholarship Selection Committee for the Take Stock Program of Champions for Learning, and a member of several strategy committees for the Collier County School District.  He serves as a Back Country Volunteer for the Big Cypress National Preserve, in addition to other community service.  In prior years, Howard chaired the Red Cross of Collier County, co-Chaired the Board of Trustees for the Florida Aquarium, and served on the President’s Council for Hodges University and the Advisory Council for Make-A-Wish of SW Florida.