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. Robert McIsaac has 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:

Robert R. McIsaac, C.L.U.

President

Insurance License # 0570489

Robert R. McIsaac the 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 was a broker at Centennial Financial Corporation.   Three years later, Bob & his father founded McIsaac Financial & Insurance Services Corporation on October 21, 1984.  Bob received his Certified Life Underwriter Designation in February 2000.  Bob has over 33 years of extensive experience in Life Insurance, Health Insurance, Annuities, Disability and 401(k) plans. Bob is a dedicated Insurance Professional who continues his knowledge of the latest Insurance plans, products, and services. Bob has been active in Securities with Crown Capital Securities since 2005. He has done financial planning with mutual funds, variable annuities, and real estate investment trusts. Bob is very active and enjoys skiing, snowboarding, volleyball, tennis, yoga, weight lifting, diving, hiking, and bicycling.


Alicia M Wright

Office Manager

Insurance License # 0K34788

Alicia Wright our Office Manager has been with the company since 2014. Alicia comes from an accounting background dating back to 1996. As our office manager and client service manager she provides superior customer care to our new and existing clients. Alicia is a wife, mom and grandma and enjoys spending time with her family when she is not at the office! Alicia is a licensed insurance broker and is continuing her education to obtain her series 7. 


Lisa Sliffe our Health Care Client Service Manager and sister to Robert has 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. 


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

www.finra.org

www.sipc.org