Jim Isaacs, CFP®, MBA

President and CEO

The big kahuna, Jim touches all aspects of our business — from comprehensive financial planning and portfolio management to Legacy’s day-to-day operations. And with more than 35 years of executive experience in finance and business, he’s no stranger to developing and streamlining complex processes.

The big kahuna, Jim touches all aspects of our business — from comprehensive financial planning and portfolio management to Legacy’s day-to-day operations. And with more than 35 years of executive experience in finance and business, he’s no stranger to developing and streamlining complex processes.

Founding the FedEx Pilot program

Jim established Legacy’s FedEx Pilot program, which provides FedEx pilots with straightforward, unbiased information about the financial aspects of their employee benefits, both pre-retirement and post-retirement.

First a client, then CEO

Prior to joining the team in 2004, Jim was actually a Legacy client. (So it’s safe to say he understands your goals and concerns!) He served as a vice president at both Herbalife International and Benchmark Brands. And before that, Jim was the director of distribution and customer support for Schering-Plough HealthCare Products Corporation. When Jim’s not at the office, you’ll probably find him either with his family or out on the tennis court.