Issac Orozco

With more than 25 years of experience as a Senior Financial Advisor, Issac is dedicated to helping clients pursue their financial goals with clarity and confidence. His approach focuses on understanding each client’s unique needs, developing personalized investment strategies, and delivering holistic wealth planning solutions. He specializes in customized advisory portfolio management and leverages modern planning technology to create a tailored and highly comprehensive client experience.

Issac began his career in 1999 as a Financial Advisor with Wells Fargo Advisors, where he has developed a meaningful practice centered on comprehensive wealth planning and long-term client relationships. Growing up in Southern California, Issac earned his Bachelor’s degree in Psychology from the University of California Riverside, giving him a strong foundation in human behavior and decision making insights that help enhance his ability to guide clients through complex financial choices. He is committed to providing targeted, comprehensive financial advice and disciplined portfolio management, delivered with a high level of personal service and integrity. Issac believes effective wealth planning is an ongoing process, and as clients’ lives evolve, he works closely with them to help keep their investment strategies aligned with their goals.

Outside of the office, Issac enjoys spending time with his wife, Kristina, and their two adult children, Karly and Jacob. They enjoy traveling, golfing, indulging in good food and wine, listening to music, and simply values the opportunity to unwind and connect with family and friends.

Issac is honored to be named one of the 2026 Forbes Best‑In‑State Wealth Advisors and to be a member of the 2026 Wells Fargo Advisors Platinum Council, a distinction held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production from the previous year and professionalism. A self completed survey was used for rating.  This rating is not related to the quality of investment advice and is based solely on the disclosed criteria.

2026 Forbes Best‑In‑State Wealth Advisors; Awarded April 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24–6/30/25 (Source: Forbes.com). The Forbes Best‑in‑State Wealth Advisors rating algorithm is based on previous year’s industry experience, interviews, compliance records, assets under management, revenue, and other criteria by SHOOK Research, LLC. Investment performance is not a criterion.

CA Insurance License Number: 0D19134. Resident State CA.