Isidore Ogoussan, CFP®,ChFC®

Certified Financial Planner (TM)

How does someone who was born and raised in West Africa end up working as a Financial Advisor in the United States?
Isidore’s passion for Judo presented him with the opportunity to travel to the U.S. to compete and become an Olympic hopeful. In 1999, he touched down in Philadelphia to start training for what would be a successful Judo career. While preparing for Judo competitions, Isidore needed to find a way to make ends meet. He found a job as a busboy at a local restaurant.
This first job spurred his passion for hospitality and ultimately led to the decision to remain in the U.S. Over the years Isidore learned the ins and outs of the restaurant industry. He soon learned that restaurant owners, like other small business owners face similar challenges financially. He also realized that there are many challenges that are unique to the industry.
With his passion for helping people and his love for food Isidore translated his years of knowledge in the industry into a financial planning practice focused on the needs of the Food and Beverage Industry. Isidore works alongside restaurant owners, food, and equipment suppliers, as well as beverage distributors offering guidance on how to implement financial strategies that will help grow and protect their businesses. Isidore is an Executive Board Member of the Pennsylvania Restaurant and Lodging Association (PRLA). In 2016, he was selected as the Faces of Diversity Award winner, which honors individuals in the restaurant industry who have realized the American Dream through hard work, determination, and enterprise.
Isidore and his wife, Katherine, live in Blue Bell with their twin boys, Luc and Henry, and daughter Rosine. He still manages to find time to train for Judo competitions, but also enjoys playing golf, watching movies, and traveling with his family.

Education

  • B.B.A. Finance; Fox School of Business, Temple University
  • Series 7, 66
  • Life and Health Licenses Chartered Financial Consultant® (ChFC®); The American College of Financial Services
  • Certified Financial Planner® (CFP®)

Areas of Expertise

  • Wealth Accumulation & Transfer Strategies
  • Business Continuation & Succession Planning
  • Protection Planning
  • Retirement & Retirement Income Planning
  • Estate Planning
  • Investment Strategies