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Trevor S.D. Isaacs
MA, CFP®, CLU®

Retaining Management

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Trevor S.D. Isaacs, MA, CFP®, CLU® is a Certified Financial Planner and Principal Advisor at I.Z.X. Financial and Insurance Solutions headquartered in San Diego, CA. Since 2014. Trevor works with business owners, executives, and families to provide highly-customized financial and estate planning services that are in alignment with his client's goals and values. He often partners with other advisors in order to provide the best possible services and solutions for their mutual clients.

Trevor offers investment advisory services through Eagle Strategies LLC, A Registered Investment Advisor and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AZ, CA, CO, FL, ID, IL, MD, MI, MO, NV, NY, OR, PA and TX. As such, these services are strictly intended for individuals residing in these states.

Trevor Isaacs is also a Registered Representative for NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency, 836 Santa Rufina Dr., Solana Beach, CA 92075, 858-444-7670. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, ID, IL, MD, MI, MO, NV, NY, OR, PA and TX. No offers may be made or accepted from any resident outside the specific states referenced.

Additionally, Trevor Isaacs is an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA, FL, ID, IL, IN, MD, MI, MO, NC, NJ, NV, NY, OH, OR, and TX. No insurance business may be conducted outside of the states referenced. CA Insurance License # 0I86211

Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.

Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.

IZX FINANCIAL AND INSURANCE SOLUTIONS is not owned or operated by New York Life Insurance Company, NYLIFE Securities LLC, Eagle Strategies LLC or its affiliates.

Copyright 2022. All Rights Reserved.
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NYLIFE Securities LLC, Member FINRA/SIPC.

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