Isaac Todd Lindell,  CFP<sup>&reg;</sup> - Financial Advisor

Isaac Todd Lindell, CFP®

Wealth Advisor

SageSpring Wealth Partners

12 Cadillac Dr, Ste 100
Brentwood, TN 37027-5272
FINANCIAL ADVISOR'S WEBSITE
(615) 432-4445 CONNECT WITH Isaac
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General

Isaac Lindell is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at SageSpring Wealth Partners in Brentwood, TN and the surrounding communities.

Financial Advisor Overview

My practice aims to listen first and plan second, focusing on what your needs are and creating a specially tailored financial plan that is right for you. With a holistic approach to financial advising, I strive to create financially healthy people who feel comfortable achieving their goals and improving the lives of those around them.

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®

Insurance Licenses

  • Life insurance: TN

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Career Change, Asset Allocation, Investment Management, Government & Military, Getting Divorced, Irregular Income, Getting Married, Mutual Funds, Real Estate, Insurance, Minority Financing, Startup, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Succession Planning, Starting a Family, Sudden Wealth, Men's Finances, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources