Isaac McGuffin

Isaac McGuffin is a seasoned finance professional with extensive experience at Charles Schwab since February 2011, where current responsibilities include serving as Managing Director for Schwab Wealth Advisory and Wealth Strategies Group Offer Management. In this role, Isaac leads a team focused on enhancing client experiences and developing innovative wealth management capabilities. Previous roles at Charles Schwab include Director positions overseeing wealth offers, digital investing, and advice services, contributing significantly to the growth of digital advice assets. Earlier career experiences include managerial and marketing roles at Dish Network and Direct Checks Unlimited, where Isaac directed customer acquisition and led teams focused on sales efficiency. Isaac holds a Bachelor of Science degree in Marketing and Finance from the University of Colorado Colorado Springs.