Isaac Paul is a Financial Representative with Planning Alliance. He joined Planning Alliance in June 2024 as an intern, and then as a full-time agent after graduating from Syracuse University. Isaac received his bachelor’s degree in finance and financial management services and was a member of Beta Alpha Psi, the international honor society for finance, accounting, and information system students.
Isaac’s mission is to help high-achieving professionals navigate complex financial challenges. He finds fulfillment in breaking down the financial world into understandable terms to empower his clients with the tools to make informed decisions. He specializes in working with medical professionals, legal professionals, and business owners.
In Isaac’s free time, he enjoys weightlifting, sports, and building meaningful relationships with friends, colleagues, and clients.
Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Planning Alliance is not an affiliate or subsidiary of Guardian.