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Isaac Cardoza, CFP® 

Isaac Cardoza, CFP® 

Wealth Advisor

As a wealth advisor at Pacific Wealth Management, I provide disciplined financial planning expertise to high-net-worth individuals and families. I help clients navigate the complexities of financial decisions surrounding retirement planning. I am committed to proactive communication with all of our clients, keeping them informed while they progress toward reaching their goals. 

I began my career in financial planning in 2017 while earning a bachelor’s degree in business with an emphasis in financial services from San Diego State University’s financial planning program. As a CFP® professional, I act as a fiduciary, and therefore, act in the best interests of our clients at all times when providing financial advice.   

Away from the office, you can find me at a local coffee shop studying for the Enrolled Agent (EA) designation, on a back-country hiking trail, or the basketball court.