Trevor S.D. Isaacs, MA, CFP®, ChFC®, CLU®

Trevor Isaacs is a Certified Financial Planner CFP®, Chartered Financial Consultant ChFC®, and Chartered Life Underwriter CLU® with over 10 years of experience in the financial industry. As the Founder and Principal of I.Z.X. Financial & Insurance Solutions, headquartered in San Diego, Trevor has been working with business owners, executives, and families to provide highly-customized personal, business and estate planning services that are in alignment with his clients’ goals and values since 2014.

Trevor holds a Bachelor's Degree from The University of San Diego and a Master's Degree from San Diego State University. He is also a graduate of New York Life's well-regarded training program, NYLIC University, and has been named to New York Life's Council for 10 consecutive years. As a Financial Adviser offering investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser, Trevor is committed to delivering the highest level of personalized service to his clients.

As a proud resident of the San Diego community for 35 years, Trevor has a vested interest in seeing his friends and neighbors succeed as well as giving back to the community he loves. Trevor is a loving husband and father and has many of the same hopes and aspirations as his clients and is happy to share with them all the resources and information he has to offer.

With his extensive knowledge and expertise, Trevor can introduce clients to a variety of ways to help protect their family's lifestyle and future, or prepare for major financial events. His vast resources can offer his clients a variety of products and services that can help them meet a number of insurance and financial needs, including but not limited to college funding, retirement, managing costs for extended periods of care, and lifetime income strategies.

If you're looking for someone who's ready to put their expertise and experience to work for you, Trevor is here to help. He understands that getting to know his clients, -their hopes, dreams, and goals for the future – is the most important first step in becoming the best possible financial advisor. So contact Trevor today and start planning for a brighter financial future.

Please note that neither I.Z.X. Financial and Insurance Solutions nor New York Life Insurance Company, or its agents, provides tax, legal, or accounting advice. Clients are encouraged to consult their own tax, legal, or accounting professional before making any decisions. I.Z.X. Financial and Insurance Solutions is not owned or operated by New York Life Insurance Company or its affiliates.