Jim Isaacs, CFP®, MBA

Chairman, Shareholder

Jim serves as Chairman of Legacy Wealth Management’s Board of Directors. Jim is very involved in the strategic planning for the firm as well as helping clients and potential clients with complex financial planning decisions.

Jim serves as Chairman of Legacy Wealth Management’s Board of Directors. Jim is very involved in the strategic planning for the firm as well as helping clients and potential clients with complex financial planning decisions.

Founding the FedEx Pilot program

Jim established Legacy’s FedEx Pilot program, which provides FedEx pilots with straightforward, unbiased information about the financial aspects of their employee benefits, both pre-retirement and post-retirement.

First a client, then CEO, now Chairman

Prior to joining the team in 2004, Jim was actually a Legacy client. (So it’s safe to say he understands your goals and concerns!) He served as a vice president at both Herbalife International and Benchmark Brands. And before that, Jim was the director of distribution and customer support for Schering-Plough HealthCare Products Corporation. When Jim’s not at the office, you’ll probably find him either with his family or out on the tennis court.