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Charles Isasi

Charles H. Isasi, CRPC®
Vice President Financial Advisor Investment Services Group Truist Investment Services, Inc.

3865 S Nova Rd

Port Orange, FL 32127-4950

Charles.Isasi@Truist.com

Phone 386-281-6083

Fax 386-788-3448

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About me

Background

Charles Isasi is a Financial Advisor with Truist Investment Services, Inc., offering clients more than 25 years of financial services, retirement planning, and investment management experience.  

Having earned the Chartered Retirement Planning CounselorSM (CRPC®) designation, Charles  focuses on advising clients on developing and implementing investment strategies to help them address their immediate and future goals. He follows a disciplined process of assessing a client's financial situation, forming and executing an appropriate investment plan, and performing ongoing portfolio maintenance to obtain measurable results. He also consults on risk management, retirement planning, and other critical financial strategies.

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Personal Interests

Charles is a graduate of the State University of New York at New Paltz.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Locations

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