Broker Check
Isidro Huerta

As a Registered Representative, I specialize in the implementation and service of qualified retirement plans. With an extensive career spanning over 43 years in the financial services industry, I bring a wealth of knowledge and expertise to my role. Prior to founding our practice with my partner, Michael Lynch, I had the privilege of working at the IRS. It was during my time there that I realized the critical importance of having the right professionals on your team. This experience solidified my commitment to helping individuals and businesses navigate the complex world of finance and retirement planning. I hold a Bachelor of Arts in Accounting from Florida International University, which has provided me with a solid foundation in understanding the intricacies of financial management.

What truly motivates me in my profession is the opportunity to assist people in achieving their financial goals. I derive immense satisfaction from witnessing my clients' progress and knowing that I have played a part in their success. Being there for my clients whenever they need me and ensuring that I do the best I can for them are the aspects of my job that bring me the greatest fulfillment.

In my interactions with clients, I prioritize exceptional service and transparency. I believe that these values are crucial in building trust and maintaining strong relationships. By providing my clients with the highest level of service and being transparent in all our dealings, I aim to empower them to make informed decisions about their financial future. I am fascinated by getting to know my clients on a deeper level – understanding their thoughts, goals, and the inner workings of their businesses. This knowledge allows me to tailor my advice and strategies to their specific needs, ensuring that we are aligned in achieving their objectives.

Outside of work, I have a passion for fly fishing and archery. These hobbies provide me with an opportunity to relax and rejuvenate, allowing me to return to my professional endeavors with renewed energy.