Isaac R. Pineda

Financial Advisor - Helping successful professionals build lasting wealth for themselves and their families.

Role: Investment Advisor Representative at Lifeworks Advisors
Location: Orange, CA, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Isaac R. Pineda

Financial Advisor located in Southern California [English & Spanish] Over the last…

Experience

Investment Advisor Representative
Lifeworks Advisors
Aug 2024 — Present · US

Contact information

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Work email (2)
i••••••@wealthig.com
Personal email
•••••@•••••.com
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Current company

Lifeworks Advisors

Financial Services · 50 employees · Founded 2016 · Kentwood, Michigan, United States

Lifeworks Advisors is a modern independent registered investment advisor (RIA) and technology firm that is solving the biggest challenges advisors face today. We are backed by one of the wealth management industry’s most successful and well-known executives, Marty Bicknell, and his team of industry leaders. Our team sits at the intersection of one of the oldest and most outdated industries (Wealth Management) and the future of financial technology (FinTech). We are pushing the boundaries of wealth management, disrupting outdated business models, and delivering personalized solutions to advisory practices and individual clients through our software platform. We are building a digital ecosystem on a common data model that connects a seamless and intuitive client experience across all segments of the wealth management process with the back office operations of clearing, custody, compliance, and account management. Our software leverages machine learning, natural language processing, and native cloud technology to solve many of the biggest challenges advisors and clients face today in the wealth management space. We are delivering The Future of Advice®, today. Lifeworks Advisors, LLC (“Lifeworks Advisors”) is a Registered Investment Advisor (“RIA”).

lifeworksadvisors.com

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About Isaac R. Pineda

Experience

Investment Advisor Representative

Find verified contacts for anyone on LinkedIn