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portrait of Isaac J Valley
FINANCIAL ADVISOR

Isaac J Valley

CFP®, AAMS™
3537 53rd Ave W, Bradenton, FL 34210opens in a new window
CallSend Me a Message

About Isaac

As a second-generation financial advisor with Edward Jones, I can wholeheartedly say that what sets us apart is our culture. Throughout my whole life, I have been inspired by how much our firm cares for our clients. Every life is unique, and our careers and passions drive us towards accomplishing our specific financial and personal goals. My passion is helping clients to prioritize, prepare for, accomplish and protect what is most important to them.

I assist my clients by providing the information necessary to make prudent decisions while navigating their finances. Our needs, wants and wishes change throughout life, and...

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Insurance & Annuities
  • Intergenerational Planning
  • College Savings
  • Charitable Giving

Work History

  • Edward JonesMay 2018 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Florida State UniversityBachelors

Personal Interests

  • Community Outreach
  • Health & Nutrition
  • Golfing
  • Camping
  • Music

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 04:30PM
Sat Closed
Sun Closed

Phone

(941) 792-8397

Fax

(877) 448-7828

Office Address

3537 53rd Ave W
Bradenton, FL 34210opens in a new window

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