Isaac Clayton Walters

Current Employers

Employment History

• 12/2018 → 06/2019
  Primerica Financial Services
  Springville, UT
• 05/2019 → 06/2019
  Pfs Investments Inc.
  Springville, UT
• 08/2008 → 06/2023
  Utah Valley University
  Orem, UT
• 05/2016 → 12/2017
  Uber
  Lehi, UT
• 01/2019 → 06/2019
  Primerica
  Springville, UT
• 07/2023 → Present
  First Pacific Financial
  Seattle, WA

Other Businesses

1. Licensed Insurance Agent. Maintains an insurance license with applicable state insurance commissions. Not authorized to sell insurance products or receive any commissions or receive additional compensation for the sale of insurance products to clients of First Pacific Financial. Start date: 02/2024. 2. Washington Ensemble Theatre. Not investment related. Seattle, Washington. Board Member. Start date: 02/2025. Small local non-profit arts organization. Serves on committee and assists with fundraising . Less than 10% of time. 3. The Seattle Foundation. Not investment related. Seattle, Washington. Member of the Board of Professional Advisors. Nonprofit, tax-exempt 501(c)3 organization focused on raising, managing, and administering philanthropic gifts to meet local community needs & the philanthropic wishes of their donors. Attend quarterly meetings and advise on financial services best practices. Start date: 02/2025. Less than 10% of time. 4. Sustainable Ballard. Not investment related. Seattle, Washington. Bakery Gleaning Team Member. Start date: 01/2024. Non-profit organization focused on implementing sustainable living principles to address the needs of the local community. Collects donated bread from local bakeries and deliver to a local soup kitchen.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-08-26

Designations

Other Names

• Isaac Walters
• Isaac C Walters