Annrose Isaac, CPA, CFP®, MBA
Managing Director
Department: Advisors
Experience: Financial Services since 1999 and Wealth Management since 2008
Education: Barnard College, Columbia University Bachelor of Arts Economics; Zicklin School of Business, Baruch College: Master of Business Administration
Annrose arrived at Modern Wealth in March 2025 and serves in multiple key roles in our Campbell, California office. She became a member of the Modern Wealth team when the firm acquired Wade Financial Advisory. Annrose provides holistic financial planning, tax planning, and investment management services to high-net-worth clients. She creates strategic tax plans to help clients develop tax strategies to potentially reduce tax liabilities from liquidity events, exercise of stock options, sale of concentrated stock positions, receipt of inheritance.
She is a native New Yorker who relocated to California in August 2015. Immediately prior to leaving New York, Annrose was a financial advisor with a large east coast Registered Investment Advisor where she was responsible for the development and implementation of comprehensive financial plans, management of target investment allocations, research of tax-related issues as well as client communication and education.
Her diverse roles in various other financial services firms have also provided her with a very broad background in finance and management. Annrose worked as a tax accountant with Eisman, Zucker, Klein & Ruttenberg. She has worked with Ernst & Young as a senior auditor responsible for auditing hospitals and health insurance plans as well as with McBee Associates, Inc. as a management and financial consultant for health care providers and insurance companies.
Annrose has been quoted by various media, including The Wall Street Journal, Bloomberg.com, InvestmentNews.com, and YahooFinance.com. She has also been a featured guest speaker on the Legacy Leaders Podcast.
Annrose lives in the Bay Area with her husband and their three children. In her free time, she enjoys reading, hiking and fitness activities as well traveling. Annrose also enjoys giving back to her community through sponsorships and volunteer efforts with her children’s schools, her church and various humanitarian organizations that support children and young adults. She is a past Board member of Head Start of Rockland and past member of the Endowment Committee for Eastern Christian Schools. Annrose is a member of the California Society of Certified Public Accountants (CALCPA).