Isaac Clayton Walters
Investment adviser representative at First Pacific Financial, Inc.
18 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
18 years in the industry.
- First Pacific Financial, Inc.Jul 2023 to now
- Pfs Investments Inc.May 2019 to Jun 2019
- PrimericaJan 2019 to Jun 2019
- Primerica Financial ServicesDec 2018 to Jun 2019
- UberMay 2016 to Dec 2017
- Utah Valley UniversityAug 2008 to Jun 2023
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
First Pacific Financial, Inc.
$1.9BAssets managed
1,312Clients
19Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7090092
- Firm CRD
- 284736