Hoping for love and laughter in their lives, his parents named him, Isaac, and his sister, Charity. Isaac considers having the heart of a counselor and coach his most critical asset. He blends an appreciation of traditional finance with behavioral finance and understands the value of a partnership over a product.
After graduating from the University of Florida with a BS in Finance, Isaac began his career with Allen & Company in 2004. He holds the CERTIFIED FINANCIAL PLANNER™ and Certified Kingdom Advisor® certifications, as well as the CHARTERED FINANCIAL ANALYST® Charter, one of the most highly regarded designations within the financial services industry. He is also a Dave Ramsey Smartvestor Pro.
Isaac considers his family his greatest treasure. In the words of his late Grandfather, “the gift of love is the spice of life; fortunate is the man who weds a good wife.” He and Maribeth feel blessed with six children, Lincoln, Naomi, Titus, Kennedy, Quinn (in Heaven), and Malachi.
A graduate of Leadership Lakeland, Isaac is proud to be most intimately connected with Highland Park Church of the Nazarene and the Dream Center of Lakeland, serving on the Advisory Board. A lover of the outdoors, sports and competition, he is a marathoner, avid fisherman, tennis/pickleball player, soccer player and Bridge enthusiast. Believing that one’s favorite author is often the best reflection of one’s self, Isaac most admires C.S. Lewis.
The collective vision of Isaac’s team, comprised of Financial Advisor and Army veteran, Chad Jones, CFP® and Client Service Associates, Heather Newell and Gina Reynolds is: “We are devoted to helping our clients prosper, so that our clients and team may be a blessing to others.”
Isaac Hartmann holds the Series 7 registration with LPL Financial, and the Series 66 registration with both LPL Financial and Allen & Company. He also holds his life, health and variable annuities insurance licenses.
The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Allen & Company or LPL Financial.