Isaiah C. Edison
Founder & Wealth Advisor, Edison Wealth Strategies | Comprehensive Financial Planning & Wealth Management | Simplify Your Financial Life & Achieve Your Goals
- Role
- Founder & Wealth Advisor at Edison Wealth Strategies
- Location
- Tulsa, OK, US
- LinkedIn followers
- 500 followers
About Isaiah C. Edison
As a wealth advisor, I’m passionate about helping hardworking people gain confidence…
Experience
Founder & Wealth Advisor
Jan 2009 — Present
At Edison Wealth Strategies, we help busy professionals, business owners, and families make financial decisions that shape their lives for the better. We believe financial planning doesn’t have to be complicated, and we work with you to give you straightforward advice that’s simple to follow so you can have confidence in your financial future. Our mission is to simplify the planning process and provide hands-on guidance, so you can focus on what really matters to you, like your family, clients, or personal passions. OUR CLIENTS:We’re honored to serve genuine, hardworking people who want to maximize their opportunities, and we become a long-term partner who looks out for their best interests, offers practical advice, and helps them pave the path to their best future. OUR EXPERTISE: We offer a variety of financial planning services, and we develop custom, “Big-Picture Plans” that meet your unique needs at your specific stage of life. Wherever you’re starting from, we help you simplify the planning process so it’s easier to move forward toward your desired goals. Some of our services include-Wealth Management -Investment Management -Charitable Planning -Retirement Planning-College Planning-Debt Management -Estate Planning -Business Planning
Education
Jenks High School
High School, High School/Secondary Diplomas and Certificates
2001 — 2005
Oklahoma Wesleyan University
Bachelor of Science, Financial Economics/Accounting
2005 — 2009
Skills
- Wealth Preservation Planning
- Long-Term Care Insurance
- Asset Protection
- Customer Service
- Estate Planning
- Public Speaking
- Personal Finance
- Protection Planning/Family Security
- Gifting Strategies
- Multi-Generational Wealth Transfer
- Thought Leadership
- Life Insurance
- Small Business
- Buy-Sell Agreements
- Management
- Retirement
- Multi-Generational Planning
- Strategic Planning
- Key Person Protection
- Retirement Planning
- Supplements to Employee Benefits
- Succession Planning
- 401k Rollovers
- Leadership
- Legacies
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.