Richard I. Isacoff, Esq.
|Occupation||Financial Consultant (Series 7&66 and L&H)|
|Location||New Haven, Connecticut , United States|
|Introduction||The author is currently helping clients with Financial Planning as a Licensed Consultant (Series 7&66), returning to the subject matter of thecwork he did in Banking, running a Trust Dept. with a $145MM portfolio. He has been an attorney since 1977, and worked in the banking and mortgage industry from 1973 through 1991. In the middle, he managed failed S&Ls for the State of Maryland and with FSLIC, and later worked for Bank of New England. When it failed, he stayed-on with the FDIC appointed work-out entity. He entered private law practice in 1991 concentrating in the areas of consumer debt, real estate, and estate settlement. Still licensed in MA and soon to be admitted to the CT Bar he combines Financial Planning with a knowledge of the legal/tax ramifications of clients' positions.|