Meet Boulevard's Newest Planner: Isaac BennerFirm Updates
We're thrilled to announce Isaac started as an Associate Financial Advisor with Boulevard Wealth Management this August.
Isaac joins us with experience after working as a Wealth Management Consultant in Golden Valley. He is a 2021 University of Minnesota Duluth graduate earning degrees in both Finance and Financial Planning. Isaac passed his CFP® exam this March, and through continuing experience, will become a CFP® by the end of next year. He is very excited to meet and work with all of Boulevard’s wonderful clients! Outside of Work, Isaac can be found on the lake, downhill skiing, or enjoying concerts and music festivals.
Please join us in welcoming Isaac to the Boulevard Team!