Larry Isaacs

Larry Isaacs is an industry veteran of more than 30 years, Larry brings a wealth of experience to his clients—many of whom he has worked with for decades.

Larry joins AdvicePeriod as he transitions many of his clients from Dakota Financial Management, an RIA which he founded after holding senior positions with a number of global firms, most notably as Managing Director of Oppenheimer & Co.’s Los Angeles complex.

Larry earned a B.Comm in Accounting and Economics from the University of the Witwatersrand in South Africa and holds the Financial Industry Regulatory Authority (FINRA) Series 65 license.