Isaac Fox
Financial Advisor|CLTC®, WMCP®
About me
After graduating from University of Florida, I was actively recruited by Northwestern Mutual. Now, I run a financial planning team with a keen eye for tax effective strategies.
Leveraging my relationship with Northwestern Mutual, I utilize strategies to create effective tax diversification for my clients while reducing risk, thus improving the tax-adjusted return of their portfolio and creating a new efficient frontier.
My clients include business owners, executives, managing partners, sales managers, consultants, and high-income individuals, essentially anyone who feels like they give too much to Uncle Sam.
In my personal life you will see me M-F @5am at LA Fitness in Alton Town Center and on 5k runs after work around Gardens Mall, La Posada, and Frenchmen's Nature Reserve. I am actively involved as club President of the Kiwanis club of PBG, whose motto, "Serving the children of the world," is exemplified by our various service/charity events in the local community. On Friday afternoon/evenings you can find me at the driving range or playing 18 holes if I'm feeling it.
Feel free to connect with me on LinkedIn or email me to schedule a 15-minute introduction.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
