$3 Billion Money Manager Never Interrupt Compounding – Isaac Wakszol CEO Activest Wealth Management

Guest

Isaac Wakszol is the CEO of Activest Wealth Management

Company

Activest Wealth Management

Website

https://activestwm.com/

Assets

3B AUA

1.7B AUM

Isaac’s Bio

Before founding Activest, he represented a Swiss private investment bank in Venezuela, gaining valuable international finance insights.

His academic credentials include a civil engineering degree from Universidad Metropolitana and an MBA from IESA Venezuela and Babson College. Fluent in English and Spanish, he holds a Series 65 license, reflecting his deep commitment to financial services.

As Founder and CEO of Activest Wealth Management, he leads with a focus on strategic initiatives, investment management, and enhancing client relationships. His extensive experience in the financial sector began in 1996, shaping his skills in portfolio management and financial planning, both domestically and internationally.

Outside of his professional endeavors, he is an avid runner and an active member of the Jewish community in Aventura, Florida, where he has been residing since 2008. His commitment extends beyond business to include significant community and family engagements, making him a well-rounded leader and influencer in both his professional and personal life.

Company Bio:

We provide personalized financial advisory services through a skilled, passionate team dedicated to transforming your financial experience from a human perspective.