Modern Wealth Management - Campbell

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  description: "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.",
  url: "https://modwm.com/locations/campbell-ca/",
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  knowsAbout: "Silicon Valley technology professionals with stock options (ISOs, RSUs, ESPPs), high-net-worth individuals navigating liquidity events or concentrated stock positions, executives seeking integrated tax and investment planning, families needing comprehensive wealth management, professionals preparing for company IPOs or acquisitions",
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