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Emma Isaak, Financial Advisor

FINANCIAL ADVISOR
Emma L Isaak

AAMS™
234 First Avenue Northwest, Ephrata, WA 98823opens in a new window
CallSend Me a Message

Focus Areas

  • Entrepreneurs & Business Owners
  • Charitable Giving
  • Portfolio Reviews
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies

About Emma

Throughout my life, helping others has been an integral part of who I am. My goal is to meet my clients where they are at and develop an investment strategy that is tailored toward their long-term goals. I am grateful for the opportunity to serve individuals and business owners in my community. The client-first mindset allows me to partner with each client in an authentic, personal manner, and guide them to make their financial decisions straightforward and understandable.

I am passionate about learning and engaging with others. I graduated summa cum laude from Wheaton College with a degree in psychology...

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Gonzaga UniversityMBA (Masters of Bus Admin)
  • Wheaton CollegeBachelor of Arts

Personal Interests

  • Running
  • Hiking
  • Golfing
  • Traveling
  • Cooking

Team Members

  • Dawn Bennett
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 07:30AM - 04:00PM
Tue 07:30AM - 04:00PM
Wed 07:30AM - 04:00PM
Thu 07:30AM - 04:00PM
Fri 08:00AM - 01:00PM
Sat By Appointment Only
Sun Closed

Phone

(509) 754-4370

Fax

(888) 320-5663

Office Address

234 First Avenue Northwest
Ephrata, WA 98823opens in a new window

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