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Desiree Ison

Broker Associate

Phone: (858) 452-3000
Mobile: (619) 884-7922
Office: San Diego

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Désirée M. Ison has been providing financial estate planning, as she refers to her to system of comprehensive financial planning for businesses and families for over ten years.  She holds a Master of Business Administration degree with an emphasis in Financial Planning and Taxation from Cal Lutheran University.  Since completing business school, she has been able to combine her life experiences with her strong legal and economic education enabling her to offer clients consulting services in areas of tax, financial and estate planning. She has written many articles on tax issues and planning for business owners along with various forms of asset protection with the goal of educating and empowering people to understand and implement strategic planning techniques preparing them to effectively exit the business with a succession plan creating financial freedom and a legacy for their families.  In addition to helping businesses, Désirée is a full time active mother. She enjoys outdoor activities usually involving water and sun and she competes regularly in tennis tournaments throughout San Diego County.  She is passionate about her philanthropic endeavors locally and worldwide serving on many boards for economic and social reform using the arts, education and the spirit of vision to change lives one realized dream at a time.

DRE # 01787252