Isaac Franks
ASSOCIATE, WEALTH MANAGEMENT
Isaac is an Associate at Choreo in Des Moines, Iowa. He is a Certified Financial Planner® and holds a Series 7, 66, as well as life and health licenses for the state of Iowa.
Isaac earned his Bachelor of Science in finance from Drake University. He is passionate about building strong relationships with clients, understanding their unique financial stories, and ensuring they have the tools and knowledge to make confident financial decisions. His meticulous approach and commitment to excellence ensures that every client’s financial picture is thoughtfully considered. He is dedicated to empowering both his clients and colleagues to achieve success.
Outside of work, he and his wife, Emily share a love for plants, raising over 70 houseplants. A self-proclaimed science fiction enthusiast, he enjoys discussing science and space whenever he gets the chance.
PROFESSIONAL AFFILIATIONS & CREDENTIALS
- CFP®
- Life & Health Insurance in Iowa
- Series 7 & 66
EDUCATION
- B.S. Finance, Drake University
