Isabel Cristina Arbaiza

Employer firm

Consolidated Portfolio Review Corp CRD 112694

$1.59B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2022 → 11/2024
  United Planners Financial Services
  Scottsdale, AZ
• 11/2014 → 02/2022
  Eagle Financial Services
  Eastgate, OH
• 10/2017 → 11/2024
  Isabel C Arbaiza
  Loveland, OH
• 11/2024 → Present
  Vanderbilt Financial Group
  Woodbury, NY

Previous Registrations

• 2022-09-15 → 2024-11-25
  United Planners' Financial Services Of America A Limited Partner
  Milford, OH

Other Businesses

1.) Life Insurance Sales. No investment related. Start date: 04/02/2017. Title: Registered Representative. Duties: We offer life insurance as an option to clients. Time spent during regular hours: 5%. 2.) IZAMI Homes LLC. No investment related. Start date: 07/21/2017. Title: Owner. Duties: I assist with finding the property to work on, verify margin will work for the company, communicate with realtor as needed and assist with purchasing materials. Maintain budgeting and book keeping as well. Time spent during regular hours: 0%.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-08-12
• S63 Uniform Securities Agent State Law Examination
  2022-05-19

Other Names

• Isabel Cristina Vargas Trujillo