Isaac Walshaw, CFP®

As a Financial Planning Associate at TCI Wealth Advisors, I’m driven by helping individuals and families approach their financial future with organization and purpose. I enjoy the blend of analytical work and relationship-building that financial planning provides, and I’m committed to supporting clients with care, clarity, and attention to detail.

I am a CERTIFIED FINANCIAL PLANNER® professional and hold a BSBA in Finance from the University of Arizona’s Eller College of Management. A Tucson native, I am now based in our Scottsdale office. Prior to joining TCI Wealth Advisors, I worked as a Senior Specialist at Schwab Wealth Advisory, where I supported comprehensive financial planning and investment needs. I value thoughtful preparation, clear communication, and steady partnership in every client relationship.

Describe your passion for the industry and your role:

What fuels my passion for this industry is the opportunity to build long-lasting relationships while helping people navigate pivotal moments in their lives. As a Financial Planning Associate, I love diving into the details, building plans, modeling scenarios, and organizing complex financial pieces. Being part of their long-term financial journey is what excites me most.

What do you love about where you live/your community?

What I love most about living in Arizona is the lifestyle it offers. The desert landscapes, incredible sunsets, and year-round opportunities to be outdoors create a balance of adventure and relaxation. It’s a place that makes it easy to stay active while still finding time to recharge.

What do you like to do in your free time?

Outside of work, I enjoy running, hiking, exploring Arizona, trying new restaurants, and traveling. I appreciate an active lifestyle and value time spent outdoors, whether it’s discovering new trails or planning the next getaway with family and friends.