McIsaac Financial and Insurance Services, Inc.
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About McIsaac Financial and Insurance Services, Inc.

Established in 1984, http://www.mc-isaac.com,  McIsaac Financial & Insurance Services is a full service agency comprised of a team of licensed professionals dedicated to helping people obtain the most cost effective solution for their unique insurance needs. Bob McIsaac, and his father, Bob (Robert) Sr., have been serving the insurance needs of Southern California residents for over 28 years.

They’ve put together a dedicated team of professionals that are experts in the many areas of health insurance and financial products.  With our experience in Health Insurance, Life Insurance, Long Term Care Insurance, Annuities & Real Estate Trusts, our corporate goal is to provide all of McIsaac Financial clients with a high standard of excellence.


Our team at McIsaac Financial & Insurance consists of:


James R. “Bob” McIsaac, C.L.U.,

President

Insurance License # 0138598


James R. “Bob” McIsaac, Sr. is the President of McIsaac Financial & Insurance Services.  Bob Sr. graduated from Boston College with a B.S. degree in Economics.  After graduation he was commissioned into the Navy during the Korean War where he became a Gunnery Officer on a Destroyer.  After a tour in Europe he went to Mine Warfare School in Yorktown, Virginia and then went to Korea as the Mine Warfare Expert for 6 Mine Sweepers.   After being honorably discharged from the Navy in 1955, he started his career in the Insurance business at Pacific Mutual in December 1955.  In 1962 Bob Sr. received his C.L.U. degree from the American College of Life Underwriters and then in 1969 he received his Series 7 securities licenses.  In 1970 Bob Sr. started Centennial Financial Corporation where he was the President for 14 years.  Then in 1984 Bob Sr. and his son started McIsaac Financial.  Over the years he has been a top producer and received numerous awards from Pacific Life, Cal Western Life, and American General.  He has been a Life qualifying member of the Million Dollar Round Table for over 30 years and the Top of The Table for 7 years. Bob Sr. has been active with Securities with American General Securities and Crown Capital Securities for over 30 years. He has done financial planning with mutual funds, annuities, energy funds, variable annuities, and real estate which includes apartment buildings, shopping centers, and office buildings.  Bob Sr. has over 57 years experience in Insurance and he has seen the up’s and down’s of the market.  He has no plans to retire and still plays tennis 5 times a week.


Robert R. McIsaac, C.L.U.

Vice President

Insurance License # 0570489


Robert R. McIsaac “Bob Jr.” the Vice President of McIsaac Financial & Insurance Services

After attending Chapman University he began his career as an insurance agent with Pacific Life in 1979.  From 1981 to 1984 Bob Jr. was a broker at Centennial Financial Corporation.   Three years later, Bob Jr. & his father founded McIsaac Financial & Insurance Services Corporation on October 21, 1984.  Bob Jr. received his Certified Life Underwriter Designation in February 2000.  Bob Jr. has over 33 years of extensive experience in Life Insurance, Health Insurance, Annuities, Disability and 401(k) plans. Bob Jr. is a dedicated Insurance Professional who continues his knowledge of the latest Insurance plans, products, and services.  Bob Jr. is very active and enjoys skiing, snowboarding, volleyball, tennis, yoga, weight lifting, diving, hiking, and bicycling.


Marlene Swieso our Office Manager has been with the company since 2005.  She comes from an Administrative Insurance background dating back to 1989.  She has worked with both large insurance companies and independent brokers.  As our office manager and client services manager she provides superior customer care to new and existing clients. 


Lisa Sliffe our Health Care Client Service Manager and sister and daughter to the McIsaac’s have been with the company since 1993.   As our Health Care manager she oversees all the individual and group health care and new business.  With her personal and friendly customer Services skills she acts as a liaison between the individual clients, groups and carriers to resolve all service issues and concerns.  Lisa is currently continuing her education at Kaplan University to receive her Insurance license.  


Michele Voss our Office Assistant has been with the company since 2011.  After graduating from the University of Arizona with a B.A. degree in Marketing she began her career as an Account Manager for a large staffing firm for 8 years.  Michele is an asset to McIsaac Financial with her computer skills and attention to detail where her skills are utilized to prepare presentations and portfolios for current and future clients.  Michele is currently continuing her education at Kaplan University to receive her Insurance license.  


Securities offered through Crown Capital Securities, L.P. Member FINRA/SIPC.

www.finra.org

www.sipc.org