Charles Isasi, CRPC®, Private Financial Advisor

SunTrust Investment Services, Inc.

Charles Isasi Photo
Charles Isasi, CRPC®, Private Financial Advisor

SunTrust Investment Services, Inc.

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3640 S. ATLANTIC AVENUE

DAYTONA BEACH SHORES, FL 32127

3865 Nova Road,

Port Orange, FL 32127

3865 NOVA RD

PORT ORANGE, FL 32127

2580 S. RIDGEWOOD AVE

SOUTH DAYTONA, FL 32119

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About

Charles Isasi is a Private Financial Advisor with SunTrust Investment Services, Inc. He offers clients more than 20 years of financial services, retirement planning and investment management experience. Charles has earned the professional designation of Chartered Retirement Planning CounselorSM (CRPC®) and is a graduate of State of New York at New Paltz University.

Charles' focus is advising on the development and implementation of investment strategies to help clients meet their immediate and future goals. He follows a disciplined process of assessing a client's financial situation, determining risk tolerance, forming and executing an appropriate investment plan and regular portfolio rebalancing in order to obtain measurable results. He also consults on risk management, retirement planning and other critical financial strategies.

SunTrust Investment Services, Inc. is a full-service broker-dealer that is an integral part of SunTrust Banks, Inc. - one of the nation's largest and most respected financial services organizations. When you bring your investment needs to SunTrust you will benefit from a long history of management experience, an extensive range of financial products and solutions and personalized financial planning and advice. More importantly, you establish a relationship with a team of trusted advisors who can address all of your financial needs.

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