Annrose Isaac is a Shareholder and Senior Advisor at Wade Financial Advisory, Inc. with over 20 years of experience in the financial services industry. She has been with Wade Financial Advisory since 2017 and is a member of the leadership team at WFA. Annrose specializes in strategic tax planning, investment management and holistic financial planning for high net worth individuals and families particularly those with complex equity compensation planning issues. Annrose is a Certified Public Accountant as well as a Certified Financial Planner™ professional. Listen to this informative Legacy Leaders episode with Annrose Isaac about multi-generational planning. Here is what to expect on this week’s show: ● Annrose and Wade Financial Advisory serve a wide demographic of clients with specialized advice around equity compensation. They work with clients who need advice on non-qualified stock options, incentive stock options, and equity compensation from pre-IPO companies. Additionally, they provide detailed tax planning services and are knowledgeable about various types of equity compensation, setting them apart from other financial advisory firms. ● Annrose explains hiring a financial advisor is often perceived as expensive, but managing investments independently can be even costlier due to common pitfalls like market timing, lack of diversification, emotional decision-making, and missed tax strategies. Financial advisors not only provide investment management but also offer services such as tax planning, insurance coverage review, and estate planning to ensure optimal financial outcomes. By working with a financial advisor, individuals can focus on their career, enjoy life, and stay on track to meet their financial goals effectively. ● Working at a fee-only registered investment advisory firm allows financial advisors to provide advice in the best interest of their clients without being influenced by additional compensation. This approach ensures that financial advice is tailored to clients' needs and long-term goals rather than being driven by potential product sales or commissions, setting this type of firm apart in the financial advisory landscape. Connect with Annrose: Annrose LinkedIn page: https://www.linkedin.com/in/annrose-isaac-sfbayarea/ WFA LinkedIn page: https://www.linkedin.com/company/wade-financial-advisory-inc/ WFA website: www.wadefa.com WFA Facebook: https://www.facebook.com/wadefinancialadvisory WFA Twitter: https://twitter.com/WadeFinancial With your Guest Host Robert Bergman: Bob Bergman is an Estate Planning attorney who assists individuals and couples in planning for the orderly transfer of family wealth to their intended heirs. He focuses on planning to avoid conservatorship and Probate, special planning for special needs persons, and specialized court petitions involving trusts. Bob is a Certified Specialist in Estate Planning, Trust & Probate Law, as certified by the California State Bar Board of Legal Specialization. App A Santa Clara County resident since 1968, he received his J.D. from Santa Clara Law School in 1980, after attending and graduating from college in Santa Clara County. He is a 15+ year member of Wealthcounsel, a national association of estate planning attorneys with thousands of members. He has also taught continuing legal education to other attorneys Bob presents frequent seminars on living trust planning and is the host of “Plan Your Estate Radio, “ a Monday afternoon live radio talk show on 1220AM KDOW in the San Francisco Bay Area. Bob is married with twin teenage daughters, and enjoys live theater, travel, and wargaming in miniature. Learn more about your ad choices. Visit megaphone.fm/adchoices
