About Us
Isis L. Waites, CFP®
Isis is a Texas native and proud Dallas Cowboys fan. She started her finance career
as consultant for financial advisors to help them focus not just on their business, but in their business. She’s provided recommendations on investment portfolios and helped to maintain more than $600MM.
Isis was an awarded the 2019 College of Financial Planning scholarship to pursue the CERTIFIED FINANCIAL PROFESSIONAL™ designation and was subsequently certified at only 30 years old. Aside from the CFP® professional designation, Isis is a previously registered broker and holds her Series 65 securities licenses. She currently holds her Health and Life Insurance licenses in AL, CA, GA, IL, NJ, SC and TX.
Isis credits her B.A in History for contributing to her innate intellectual curiosity and advancing her research & critical-thinking skills. As part of her ongoing education, Isis continues to read investment books and market research studies to stay on top of the ever-changing world of investments.
She speaks conversational Spanish as a result of studying and living in Madrid, Spain, although she’ll tell you she needs more practice. She served as the Treasurer for the Young Professionals of Urban League during her time in Chicago and continues to volunteer in Georgia as a member of the Junior League of Atlanta and member of the Urban League of Georgia.
In 2023, Isis founded Temperance Wealth Management with a heartfelt mission: to provide tailored financial guidance for women, content creators, and individuals overlooked by the traditional financial planning industry. Her commitment to inclusivity and personalized care is the cornerstone of Temperance Wealth Management.
Beyond her financial pursuits, Isis is a member of Victory Midtown in Atlanta where she attends a bi-weekly bible study. Her personal interests include working out, taking dance classes, and doing puzzles in her spare time. She also enjoys walking with her Australian Cattle Dog named Zulu.
