Isaac Sassa

Isaac Sassa, CFP®, CKA®

Sr. Financial Planner
Phoenix, AZ
î … isaac.sassa@bluetrust.com
 (480) 281-1080
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Isaac Sassa is a senior financial planner for the Private Wealth division of Blue Trust and serves his clients out of the office in Phoenix, Arizona.

As a CERTIFIED FINANCIAL PLANNER® professional with over five years of experience in the financial industry, Isaac analyzes clients’ overall financial condition and develops customized recommendations designed to help them realize their financial and life goals. He evaluates a client’s estate, insurance, tax, investment, giving, retirement, trust, and cash flow considerations and brings them together to create a comprehensive plan tailored to the client’s needs.

Isaac graduated summa cum laude from Bob Jones University with a degree in business administration, concentrating in finance. He is also a Certified Kingdom Advisor®.

Engaged in his community, Isaac is an active member of his local church, where he participates in mission trips and serves at the church’s annual youth camp. In his free time, Isaac enjoys hunting, camping, playing disc golf, DIY projects, and spending time outdoors.

Isaac and his wife, Kara, reside in Phoenix, Arizona, and have one daughter.

Testimonials

 
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We first called Blue Trust to determine how soon I could retire. Our Blue Trust advisor guided us on a spiritual path at exactly the right time to focus us on God’s will at this stage of our lives and we will be forever thankful.

Jim & Norma W.Lake Elsinore, CA

Slide Title

I've been involved with financial planners for well over 40 years. There's very few of them that do it like Blue Trust. Very few concentrate on giving as part of the overall plan.

Terry Parker, Cofounder of National Christian FoundationFeatured in Faces of Generosity

Slide Title

Working with our Blue Trust advisor and their team of experts has been a 'game changer' for us to ensure we are managing our wealth wisely and being generous with the time, talents, and treasure we’ve been given--all from a biblical worldview.

President & CEO of a large privately owned companyDagsboro, DE

Resources

A Week of Eternal Impact: Blue Trust’s Sponsorship with Groundwire

A Week of Eternal Impact: Blue Trust’s Sponsorship with Groundwire

“Wisdom for Wealth. For Life.” Episode 47: Creating a Pipeline for Purpose with Your Family and Finances

Estate Planning in a New Landscape: Opportunities for Families Near or Above the $30 Million Threshold

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Trust and investment management accounts and services offered by Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested. CFP Board owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.
**All financials are as of 6/30/25 and subject to change.
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