I'm a Financial Advisor with over 10 years of experience. My educational background in accounting and my professional licenses of Series 6, 63 and 65 have all assisted in my years of hands-on experience in cost accounting, accounts payable/receivable, general ledger reconciliation, financial reporting, and cash flow analysis. My goal is to deliver comprehensive financial services.
Check the background of investment professionals on FINRA BrokerCheck. Please note Insurance Agents* who are not securities licensed will not be listed on this site.
My commitment is to assist clients in designing and implementing tailored financial solutions through insurance and investment instruments. Leveraging a network that includes investment strategists, wholesalers, and an advanced markets team specializing in various financial planning facets, I help ensure clients receive unparalleled value.
Working with me is an experience centered on building and safeguarding my clients' livelihoods. Focused on transparency and personal connection, I go beyond presenting solutions by providing education in diverse areas of personal finance.
Primarily servicing Northern VA, I bring my financial acumen to individuals and businesses in the region.
On a personal note, I reside in Stafford, VA, with my wife and six children. Outside of my professional pursuits, I find joy in reading, cooking, and actively participating in my children's sporting events.
Financial AdvisorIsaac Flamenco
I'm a Financial Advisor with over 10 years of experience. My educational background in accounting and my professional licenses of Series 6, 63 and 65 have all assisted in my years of hands-on experience in cost accounting, accounts payable/receivable, general ledger reconciliation, financial reporting, and cash flow analysis. My goal is to deliver comprehensive financial services.
Check the background of investment professionals on FINRA BrokerCheck. Please note Insurance Agents* who are not securities licensed will not be listed on this site.
My commitment is to assist clients in designing and implementing tailored financial solutions through insurance and investment instruments. Leveraging a network that includes investment strategists, wholesalers, and an advanced markets team specializing in various financial planning facets, I help ensure clients receive unparalleled value.
Working with me is an experience centered on building and safeguarding my clients' livelihoods. Focused on transparency and personal connection, I go beyond presenting solutions by providing education in diverse areas of personal finance.
Primarily servicing Northern VA, I bring my financial acumen to individuals and businesses in the region.
On a personal note, I reside in Stafford, VA, with my wife and six children. Outside of my professional pursuits, I find joy in reading, cooking, and actively participating in my children's sporting events.
Protect Your Kingdom
As a licensed insurance agent* and investment professional with Mutual of Omaha Insurance Company (Mutual of Omaha), I work hard to:
- Help young families protect their family and property in case of an unexpected and potentially devastating disability or death.
- Help professionals plan for a long retirement, so they don't run out of money yet still have the lifestyle they desire.
- Help those close to retirement prepare for the effects of healthcare expenses including long-term care and unexpected illnesses.
- Help small business owners protect their life's work for their family and employees.