Craig Isaacs has more than three decades of experience in the financial services industry, most recently with his own wealth management firm, Nexus Advisor Solutions, Inc., a multi-disciplined team utilizing the expertise of licensed professionals from the fields of finance, accounting and law. Craig himself holds Series 6, 7, 22, 24, 63 and 65 securities licenses, and is licensed to sell life, health and accident insurance. He is also a Chartered Financial Consultant®, Chartered Life Underwriter® and Registered Financial Consultant with FINRA (Financial Industry Regulatory Authority). Through his long career, Craig has garnered a diverse clientele which includes professional athletes, entertainers, successful business owners and affluent families. For that reason, he’s often called on to provide help with advanced planning areas, including estate and wealth transfer planning, income and estate tax planning, business succession and executive benefit planning, asset protection strategies, investment portfolio construction, and insurance policy analysis, design and selection. Because of his vast knowledge and years of practical experience, Craig is often asked to speak at corporate and industry events. Additionally, he’s been a local instructor for The American College of Financial Services of Bryn Mawr, Pennsylvania for financial professionals seeking to obtain the Chartered Financial Consultant® or Chartered Life Underwriter® designation. Currently, he provides leadership training to members of CPAplus Network and the Tactical Leadership Alliance Network. Both organizations are non-profit, peer-to-peer networks whose missions are to support members in providing their clients with the most culturally-relevant, leading-edge strategies available. Craig has served on numerous industry and company-related advisor boards, including the Society of Financial Services Professionals, Financial Planning Association, International Association of Registered Financial Consultants, Western Pension & Benefits Council, General Agents and Managers Association (GAMA), Sun Life Financial, Multifinancial Securities Corporation and Geneos Wealth Management. His community activities have included the Valley of the Sun YMCA, Big Brothers Big Sisters, St. Joseph’s Hospital and Medical Center, St. Luke’s Medical Center, Child Help Foundation, Celebrity Fight Night Foundation, Phoenix Art Museum and Difference Makers International. Craig has been married to his wife and best friend, Betsy, for 40 years.
Office: Scottsdale Quarter Headquarters
Toll Free: 844.590.6081
Direct Phone: 602.732.4745
Craig A. Isaacs
ChFC®, CLU®, RFC | Wealth Advisor