Isaac Essay, CFP®

Managing Director

Isaac Essay is responsible for advising successful businesses, families, and individuals in the Fort Collins office of United Capital Financial Advisors. He brings extensive experience in several financial disciplines to serve the needs of his clients.

Prior to joining United Capital, Isaac served as a Director for First National Private Wealth Management.

Isaac is a Certified Financial Planner® Professional and graduated from Chadron State College with a bachelor’s degree in Finance.

Isaac makes his home in Fort Collins with his wife, Leslie and two daughters. He is actively involved in the Northern Colorado community and has a passion for helping local disadvantaged youth. Most recently, he was a board member and past president of Northern Colorado United for Youth (NOCO Unify) - a group of local businessmen in Northern Colorado that raise and grant funds to local children’s charities. The group has raised over $4,000,000 since inception.

Check the background of this investment professional on FINRA’s BrokerCheck.

Advisory services offered by United Capital Financial Advisors, LLC (“United Capital”), an investment advisor registered with the SEC. Securities offered through Lion Street Financial, LLC (“LSF”), member FINRA / SIPC. LSF is under separate ownership from, and unaffiliated with, United Capital. LSF does not provide tax or legal advice. This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all services referenced on this site are available in every state and through every advisor listed. Lion Street Financial

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