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Ira M. Isaacs, ChFC®

Ira M. Isaacs, ChFC®

Vice President

“I know the price of success: dedication, hard work, and an unremitting devotion to the things you want to see happen.”  - Frank Lloyd Wright

Ira is an Executive Vice President of Apogee Financial Partners. An accomplished speaker and teacher, Ira has been an adjunct instructor at Kennesaw State University and Jacksonville University, teaching financial planning courses for their continuing education programs. He has also taught financial planning to employees of companies including CNN, Lockheed, Nabisco, and Phillips Electronics. Additionally, Ira received an honorarium from the Rosalynn Carter Institute for Caregiving, for speaking to an audience of parents of special needs children. In addition to retirement planning strategies,* Ira also does workshops on estate and small business planning strategies.

Ira has worked with CPAs and accountants throughout the Southeast, speaking at CPA chapters and associations including the New Orleans Chapter of the Society of Louisiana CPA’s, The American Woman’s Society of Certified Public Accountants of Georgia, and the annual convention of the Georgia Association of Public Accountants at Jekyll Island, Georgia. He has authored numerous articles on personal and business financial planning and wrote a financial column for the Lakeside Ledger, a newspaper serving Cobb and Cherokee counties (Greater Atlanta area) for several years.

Ira’s practice includes working with individuals on investment* and estate planning strategies and with businesses on benefits and retirement plans, including 401(k) evaluations and implementation. He has clients in various states, but his practice is primarily based in Atlanta, Georgia, and Florida’s Orlando/Space Coast region.

Ira has been in the financial services profession since 1992. He graduated with Honors from the University of Florida with a B.S. and went on to earn his ChFC designation from the American College in Bryn Mawr, PA. He and wife Sheryl, a CPA, have been married for over 40 years. They reside in Marietta, Georgia and Merritt Island, Florida.


*Ira M. Isaacs is  Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in Georgia and Florida. Ira is insurance licensed in Georgia and Florida.