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Christopher Neville Ishack

Advisor at Savvy — Kissimmee, FL

Updated today

Credentials

Series 63, Series 66

Experience

14 years

Location

Kissimmee, FL

Savvy logo

Savvy

Multi-team

Total advisors

177

Across 128 offices

Clients per advisor

26 Very Low

Avg AUM per client

$1,062,133 High

HNW client ratio

25% Typical

About

Christopher Ishack is a financial advisor with Savvy in Kissimmee, FL, holding Series 63 and Series 66 licenses and 14 years of industry experience. He previously worked at Bank of America and Merrill, serving clients for over a decade before joining Savvy in 2026. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term approach supplemented by active equity portfolios and tax-aware direct indexing, integrating third-party sub-advisers and fintech tools to customize investment plans according to client objectives.

Client services

Based on Savvy

Financial planning Portfolio management Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Savvy

Concentrated stock management ESG / Sustainable investing Options & derivatives strategies Private / alternative investments Tax-loss harvesting

Occupation focus

Based on Savvy

Founder/Business Owner Executive

Demographic focus

Based on Savvy

HENRY (High Earners, Not Rich Yet)

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Fee options

Fixed

Tax preparation services charged at a flat fee of $895; financial planning and consulting charged flat fees, negotiable.

Percentage

$0+: Negotiable, typically ranging from 0.30% to 1.9% per year depending on size and complexity N/A - N/A: Net worth based fees negotiated, typically 0.10% to 0.40% annually, billed quarterly in advance

Commissions

Some firm representatives receive commissions from unaffiliated broker-dealers or insurance sales, separate from advisory fees.

Other

Account minimum: $500,000 Minimum fee: Advisors may implement a minimum account fee for accounts below the minimum size; specific amounts not stated. Fee-only: Flat fees for financial planning and consulting services, negotiable, assessed quarterly.

Location

See office

Kissimmee, FL

Kissimmee FL

Advisors at this office

1

Most active in

Florida · Texas

Work history

14 years of industry experience

Savvy

2026 - Present • 1 year

Kissimmee, FL

Bank Of America, N.a.

2015 - 2026 • 11 years

Melville, NY

Merrill

2014 - 2026 • 12 years

Melville, NY

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Arun K

CFP®, Series 66

Orlando, FL

DAS Wealth Management

Arun Kaushal is a CFP® with 10 years of experience and serves as the sole advisor at DAS Wealth Management. He has been with DAS Financials Inc since 2015. Outside of his advisory role, he owns several hospitality and consulting businesses across multiple states. DAS Financials Inc provides investment advisory and financial planning services to individuals, professionals, small businesses, pensions, trusts, estates, and corporations. The firm integrates discretionary portfolio management with financial planning and offers tax, accounting, and business consulting services.

General retirement planning General tax planning Charitable giving & philanthropy Cash flow / budgeting Self-Employed
user avatar

Maria Goretti G

Series 65

Orlando, FL

New Era Advisory

Maria Goretti Garcia is a financial advisor at New Era Advisory in Orlando, FL, with seven years of industry experience. She holds a Series 65 designation and has worked at AE Wealth Management, Petros Advisory Services, Woman's Worth, and Petros Estate & Retirement Planning. New Era Advisory provides investment management and financial planning services to individuals, high-net-worth individuals, and corporate clients. The firm uses a strategic asset allocation approach combining passive and active investments, primarily on a non-discretionary basis, and offers specialized planning services including business planning and employee benefits optimization.

Divorce financial planning Business sale tax planning Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Founder/Business Owner
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James H

Series 65

Celebration, FL

Black Raven Investments, LLC

James Hall is the sole advisor at Black Raven Investments, LLC, an independent firm based in Celebration, FL. He holds a Series 65 designation and has eight years of industry experience. Hall serves as trustee for three irrevocable trusts and owns a consulting firm that holds two issued patents. Black Raven Investments provides discretionary portfolio management and tailored investment planning primarily for high-net-worth individuals, family offices, and charitable organizations. The firm employs a multifaceted investment approach that includes both traditional and alternative strategies, managing a small number of client relationships with an emphasis on private funds, pooled investment vehicles, and sophisticated trading techniques.

Options & derivatives strategies Private / alternative investments Concentrated stock management Real estate investing Founder/Business Owner
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Frank P

Series 63, Series 65

Kissimmee, FL

Westbrook Investment Advisory, LLC

Frank Pagan is the president and investment advisor at Westbrook Investment Advisory, LLC in Kissimmee, Florida. He holds Series 63 and Series 65 licenses and has 33 years of experience in the financial services industry. His prior roles include positions at Sovereign Legacy Securities, Ameritas Investment Corp, and The Alfaomega Financial Group. In addition to his advisory work, Pagan is licensed to sell fixed insurance products including life, health, disability income, and annuities. Westbrook Investment Advisory provides discretionary investment management, qualified retirement plan consulting, and financial consulting to individuals, trusts, estates, businesses, charities, and plan sponsors. The firm implements client strategies primarily through the selection and oversight of third-party advisors and private fund managers, using a combination of macroeconomic, fundamental, quantitative, qualitative, and technical analysis to construct diversified portfolios aligned with client objectives.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)
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Elizabeth M

CFP®, Series 66

Celebration, FL

Prosperity Financial Planning LLC

Elizabeth Mccollum is a CFP® and holds a Series 66 license, with two years of industry experience. She is the principal of Prosperity Financial Planning LLC, an independent advisory firm she joined in 2025. Prior to this, she worked at The Vanguard Group, Inc. from 2022 to 2024. Outside of financial advising, she is a licensed real estate broker and operates her own brokerage business. Prosperity Financial Planning LLC provides comprehensive financial planning and portfolio management services to individuals, trusts, estates, and charitable organizations. The firm employs a strategic, asset-allocation approach based on fundamental analysis and offers both discretionary and non-discretionary management with regular reviews.

General retirement planning Tax-loss harvesting Real estate investing Concentrated stock management
user avatar

Manan P

CFP®, Series 63

Saint Cloud, FL

Ample Wealth Partners LLC

Manan Patel is a CFP® professional with seven years of industry experience. He currently serves as a financial advisor at Ample Wealth Partners LLC and previously worked at Northwestern Mutual in various capacities from 2017 to 2026. Prior to his financial career, he was involved with Johnson Gourmet Coffee for four years. Ample Wealth Partners LLC is a newly registered SEC investment adviser offering asset management, financial planning, and retirement plan consulting services to individuals, high-net-worth clients, and business owners. The firm employs fundamental analysis and Modern Portfolio Theory to develop long-term and income-oriented portfolios and provides discretionary portfolio management and fixed-fee financial planning packages.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting Charitable giving & philanthropy Real estate investing Income planning Founder/Business Owner
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