Our Team

Isaac Iny 

Isaac has been in the financial advisory business for 29 years. After graduating from California State University, Northridge in 1994 with a Bachelor's degree in both Finance and Real Estate,  Isaac began his career with Smith Barney in downtown Los Angeles, eventually building up his practice to join NEXT Financial Group, Inc. in March of 2004.  As an independent investment professional, Isaac has a vast array of knowledge in the field of investments. 

 

Nicole Cardenas 

Nicole has been working side by side with financial advisors for the past 17 years. She handles the day to day office administrative duties as well as assisting in providing portfolio administration, and client correspondence. Nicole earned a Bachelor of Arts degree in Public Relations from California State University, Los Angeles with honors.

We’re looking forward to using our expertise to help you pursue your financial goals.