Leonard Isaacs, CLTC in

Leonard Isaacs, CLTC

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President and Founder at Isaacs Financial Group Inc.
📍 New York, New York, United States

Leonard Isaacs is the President and Founder of Isaacs Financial Group, affiliated with New York Life and Eagle Strategies LLC. A graduate of Rider University, he specializes in wealth preservation, estate planning, and corporate benefits. He holds a CLTC designation and was recognized by Forbes as a Best-in-State Financial Security Professional.

Outside of work, Leonard is a father who enjoys cooking, golfing, and exercising. He is an active member of his community in White Plains, NY, where he coaches local youth sports teams and volunteers his time with non-profit organizations.

He is a dedicated community member who regularly coaches youth sports.

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Experience
23 Years
Current Role
President and Founder
Job Level
Leadership
Location
New York, New York, United States
Personality Overview

How Leonard 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 Leonard cares about

Retirement Planning
A core focus of his financial advisory services, further supported by his social media posts on Social Security.
Wealth Preservation
His professional headline and services center on helping families and business owners create, build, and preserve wealth.
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Career

Work history

1-2008
President and Founder
Isaacs Financial Group Inc.
9-2003
Financial Adviser
Eagle Strategies, LLC
8-2003
Insurance Agent
New York Life Insurance Company
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
1977 - 1981
BA
Rider University
1973 - 1977
Education details unavailable
Manalapan High School
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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