Isabel C Arbaiza

Isabel became a part of our practice in March 2022, taking on the role of Registered Administrative Assistant and Office Manager. Shortly after her arrival, she successfully obtained her Series 6, Series 7, Series 63, and Series 65 certifications. Additionally, she has held her Life and Health Insurance license since 2017 and has consistently demonstrated a commitment to helping others achieve success. Before joining our firm, Isabel worked for over seven years at Eagle Financial, where she supported individuals in establishing and restoring their credit while managing debt. She chose to shift her focus to investments to further support families and individuals in achieving their financial aspirations. Isabel finds great satisfaction in navigating the intricacies of financial planning, recognizing that each family’s situation is unique. 

Originally from Cali, Colombia, Isabel has resided in the Cincinnati area since her childhood. In her leisure time, she enjoys the company of her husband and their three daughters, who share a passion for art, dance, music, and theater. Isabel also serves on the board of a local non-profit organization, Purposeful Painting, which creates collaborative art pieces to assist single parents who do not qualify for government aid but face financial challenges that hinder their progress.

With her knowledge, dedicated professionalism, and willingness to put clients first, we are pleased to have Isabel with our firm.  She has proved a significant contribution, and it will be exciting to continue watching her serve others.