Isaac O. Addo, CLTC in

Isaac O. Addo, CLTC

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Financial Services Professional at NYLIFE Securities LLC
📍 New Hyde Park, New York, United States

Isaac O. Addo is a Financial Services Professional with New York Life, specializing in developing financial strategies for families and business owners. He holds a Financial Planning Certificate from Boston University and focuses on retirement, college funding, and lifetime income strategies.

Outside of his professional life, Isaac is a devoted family man with a wife and two children. He enjoys balancing his work with his personal interests, which include sports and traveling.

Isaac holds the Certification in Long-Term Care (CLTC), indicating specialized knowledge in planning for extended care needs.

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Experience
22 Years
Current Role
Financial Services Professional
Location
New Hyde Park, New York, United States
Personality Overview

How Isaac shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Isaac cares about

Financial Strategy
Helps families and business owners develop sound financial strategies, covering needs from college funding to retirement.
Retirement Planning
Offers solutions for lifetime income strategies and managing costs, a core part of his professional services.
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Career

Work history

12-2003
Financial Services Professional
NYLIFE Securities LLC
12-2003
Agent
New York Life Insurance Company
In the press

Media appearances

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Education
2015 - 2016
Financial Planning Certificate Program
Boston University Center for Professional Education
1990 - 1996
Education details unavailable
Stony Brook University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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