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Isaac Hartmann

CFP®, CFA®
Vice President
Financial Advisor

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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 to be 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™ certification and the CHARTERED FINANCIAL ANALYST® Charter, one of the most highly regarded designations within the financial services industry.

He 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 player, soccer player and bridge-playing enthusiast.  Believing that one’s favorite author is often the best reflection of one’s self, he most admires C.S. Lewis.

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.

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