Annrose Isaac

Annrose Isaac is a Managing Director and financial advisor at Wade Financial Advisory, a Campbell, California–based Registered Investment Adviser managing roughly $670M+ in client assets. She joined Modern Wealth Management in March 2025 when it acquired Wade Financial Advisory, and she has been listed on the firm's Form ADV as a minority owner (under 5%) since January 2021. She provides holistic financial planning, tax planning, and investment management to high-net-worth clients, with a specialty in helping people manage the tax impact of liquidity events, stock-option exercises, sales of concentrated stock positions, and inheritances — issues common among Bay Area tech professionals.

Her career spans financial services since 1999 and wealth management since 2008. Before entering advisory work, she was a senior auditor at Ernst & Young (auditing hospitals and health-insurance plans), a management and financial consultant at McBee Associates, Inc. (serving healthcare providers and insurers), and a tax accountant at Eisman, Zucker, Klein & Ruttenberg. She previously worked as a financial advisor at a large East Coast RIA (with roles noted in Westwood, NJ; White Plains, NY; and New York, NY) before her Bay Area tenure.

She holds a Bachelor of Arts in Economics from Barnard College, Columbia University, and a Master of Business Administration from the Zicklin School of Business at Baruch College. She is a Certified Public Accountant (CPA) and a CERTIFIED FINANCIAL PLANNER™ (CFP®), and is a member of the California Society of CPAs (CALCPA) and the National Association of Personal Financial Advisors (NAPFA). She has served in community board roles including Head Start of Rockland and the Endowment Committee of the Eastern Christian Schools Association.

*Annrose Isaac is a private-wealth advisor, not a startup investor. She does not publish an angel-investing thesis. What she is publicly known for:*

• Comprehensive, fee-based financial planning and discretionary investment management for high-net-worth individuals and families
• Strategic tax planning around liquidity events — IPOs, stock-option exercises, concentrated/RSU stock positions, and inheritances (highly relevant to tech employees post-IPO)
• Long-term, diversified portfolio management rather than early-stage or venture risk capital
• Firm-published guidance such as Wade Financial Advisory's article on "Understanding Equity Benefits Post-IPO in the Tech Sector," reflecting her equity-compensation focus