Isaac Lefstein

Isaac Lefstein: Email & Phone Number

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Financial Planning Associate at Ameriprise Financial Services, LLC|United States

Position:

Financial Planning Associate at Ameriprise Financial Services, LLC

Location:

United States

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Last updated: 2026-05-26
Updated: 2026-05-26

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Work Experience 10 years

Financial Planning Associate at Ameriprise Financial Services, LLC

May 2026 - Current

Assistant Kitchen Manager at Mama Cellas

Jun 2018 - May 2026

Butcher Assistant at La Jolla Gourmet Meats

Apr 2016 - Aug 2018

Isaac Lefstein started working in 2016, then the employee has changed 3 companies and 3 jobs. On average, Isaac Lefstein works for one company for 2 years 11 months.

Their professional focus is Cooking, Corporate Finance, and Customer Insight across 3 core areas.

Isaac holds Securities Industry Essentials (SIE), Profit Analysis using Economic Value Added, and Business Analytics with Excel: Elementary to Advanced certifications and has been awarded Deans List

Education

Bachelor of Science - BS at California State University San Marcos

Associate's degree at Palomar College

High School Diploma at Rancho Bernardo High School

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