About Isaac Iny
With over 25 years’ experience working at major Wall street firms including Smith Barney, Wachovia Securities, Prudential Securities and now with NEXT Financial Group, Isaac leads a team that helps individuals as well small and medium sized companies plan, manage and maintain pension and investment based accounts such as 401k’s, IRA Rollovers, Defined Benefit plans, Trusts, along with various other retirement and investment accounts.
His office is based in Woodland Hills, California where his primary objective is to help educate and service his clients. His financial practice follows three important guidelines…
- Maintain a high standard of professionalism and integrity.
- Provide exceptional personal service for each and every client.
- Educate and empower clients.
Isaac Iny has been an investment professional since 1994.
Isaac is a graduate of Cal State Northridge with a major in finance and real estate. He is married with three kids and lives in West Hills Isaac enjoys coaching kids basketball, traveling and is an avid reader of financial publications.