Isaac Walters
Advisor at First Pacific Financial, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at First Pacific Financial, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Vancouver, WA 98660
Credentials
Series 65
Industry experience
2 years
Isaac Walters is a financial advisor at First Pacific Financial, Inc. based in Seattle, WA, holding a Series 65 designation with two years of industry experience. His prior experience includes roles at Pfs Investments Inc., Primerica, and Uber. He serves as a member of the Board of Professional Advisors for The Seattle Foundation, a nonprofit focused on philanthropic giving in the local community. First Pacific Financial serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, businesses, and charitable organizations. The firm offers comprehensive financial planning, discretionary portfolio management, and retirement plan consulting, utilizing a mix of mutual funds, ETFs, equities, and debt securities guided by both quantitative and qualitative analysis.
Based on First Pacific Financial, Inc.
Based on First Pacific Financial, Inc.
Flat fees generally up to $15,000 per project for financial planning and consulting services; may be higher with client consent.
$0+: Up to 1.25% annually for Wealth Management Services $0+: Up to 1.00% annually for Charitable and Non-Profit Advisory Services $0+: 0.90% annually for Spark Financial Advisory asset management services (Betterment for Advisors)
Up to $500 per hour for financial planning and consulting services.
Fee-only: Flat fees up to $15,000 per project for financial planning and consulting services; hourly fees up to $500 per hour.
610 Esther Street, Suite 100
Vancouver, WA 98660
Washington
First Pacific Financial
2023 - Present (3 years)
Primerica Advisors
2019 - 2019 (1 year)
Primerica
2019 - 2019 (1 year)
Primerica Financial services
2018 - 2019 (1 year)
UBER
2016 - 2017 (1 year)
UTAH VALLEY UNIVERSITY
2008 - 2023 (15 years)
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Is not active or affiliated with:
Insurance agent
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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