Focus Financial Partners Congratulates Joel Isaacson on Being Named to the NAPFA National Board of Directors
NEW YORK, NY – March 10, 2016– Focus Financial Partners, LLC (‘Focus’), a leading partnership of independent wealth management firms, is pleased to congratulate Joel Isaacson, CEO and Founder of its partner firm, Joel Isaacson & Co., on being named to the National Board of Directors of the National Association of Personal Financial Advisors (‘NAPFA’). The National Board of Directors governs, supervises, controls and directs the affairs of NAPFA.
“We are proud to have Joel as one of our partners and applaud his outstanding contribution to the financial advisors’ community,” said Rajini Kodialam, Co-Founder and Managing Director of Focus Financial Partners. “The appointment speaks to the financial expertise and leadership skills that Joel brings not only to his firm, but also to the wider community in the wealth management industry.”
Mr. Isaacson has been active in a number of other trade organizations. He is the former Chairman, as well as the former President, of the New York Chapter of the International Association for Financial Planning; a former Chairman of the Personal Financial Planning Committee of the New York State Society of Certified Public Accountants; and an active member of the American Institute of Certified Public Accountants, Estate Planning Council. A teacher as well as a practitioner, Mr. Isaacson conducts financial planning seminars for the management groups of leading Fortune 500 firms and speaks regularly before numerous professional and trade organizations. He has taught financial and tax planning at New York University, The New School in New York City, and Iona College in New Rochelle, New York.
“I feel truly honored to be appointed to the NAPFA National Board of Directors,” said Joel Isaacson. “For many years, individuals across the country have looked to NAPFA for access to financial advisors who meet the highest membership standards for professional competency and client-focused financial planning. I look forward to working with the rest of the Board to further advance NAPFA’s mission.”
About Joel Isaacson & Co.
Joel Isaacson & Co. is one of the leading registered investment advisers (RIA) in the country based in New York City. The firm offers comprehensive wealth management – including financial planning, estate planning, investment management and tax planning and preparation services – to high net worth individuals and their families across the country. All of these services are offered under a fee-only model. For more information, please visit www.joelisaacson.com.
About Focus Financial Partners, LLC
Focus Financial Partners is a leading partnership of independent, fiduciary wealth management firms. Focus provides unrivaled access to best practices, resources, and continuity planning for its partner firms who serve individuals, families, employers and institutions with wealth management, benefit and investment consulting services. Focus partner firms maintain their operational independence, while they benefit from the synergies, scale, economics and best practices of the market leader to achieve their business objectives. For more information about Focus Financial Partners, please visit www.focusfinancialpartners.com.
Focus Financial Partners
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