Modern Wealth Management - Campbell

Modern Wealth Management's Campbell, CA office is led by Annrose Isaac, CPA, CFP®, MBA, a managing director with over 25 years of financial services experience who specializes in tax planning and wealth management for high-net-worth clients. The team provides holistic financial planning, strategic tax planning for stock options and liquidity events, and investment management with a comprehensive approach that integrates advice across all areas of a client's financial life. Serving the Silicon Valley community from their South Bascom Avenue office, they combine deep tax expertise with modern portfolio management.